+80.2%
BP vs ARES
+1,152.0%
-1,071.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -11.6% | +4.5% | -16.2% | -12.8% |
| 30D | 0.0% | +15.7% | -15.7% | -3.9% |
| 3M | +6.7% | -2.0% | +8.8% | +6.6% |
| 6M | +2.2% | +10.4% | -8.3% | -1.9% |
| YTD | +33.0% | -14.2% | +47.2% | +34.8% |
| 1Y | +30.7% | -7.8% | +38.5% | +29.4% |
| 3Y | +44.2% | +41.4% | +2.8% | +21.3% |
| 5Y | +105.1% | +83.7% | +21.5% | +53.8% |
| 10Y | +133.5% | +1,204.1% | -1,070.6% | +4.0% |
| All | +80.2% | +1,152.0% | -1,071.8% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ARES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling