+77.3%
BP vs ARES
+1,196.0%
-1,118.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +3.9% | -1.7% | +5.6% | +4.3% |
| 30D | +7.6% | +0.3% | +7.3% | +7.3% |
| 3M | +0.7% | +8.5% | -7.8% | -2.2% |
| 6M | +15.5% | +23.5% | -8.0% | +7.3% |
| YTD | +30.8% | -11.2% | +42.1% | +32.1% |
| 1Y | +34.3% | -19.3% | +53.6% | +38.4% |
| 3Y | +35.1% | +48.7% | -13.6% | +12.3% |
| 5Y | +126.8% | +106.5% | +20.3% | +64.6% |
| 10Y | +123.4% | +1,055.3% | -932.0% | +1.4% |
| All | +77.3% | +1,196.0% | -1,118.7% | -25.0% |
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