+635.8%
BX vs ARES
+1,112.4%
-476.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.7% |
| 7D | +0.6% | +0.5% | +0.1% | +0.3% |
| 30D | +14.2% | +19.7% | -5.4% | +1.4% |
| 3M | -18.7% | -9.0% | -9.8% | -13.2% |
| 6M | +2.5% | +11.5% | -9.1% | -4.7% |
| YTD | -18.8% | -13.8% | -5.0% | -11.5% |
| 1Y | -10.3% | -5.6% | -4.7% | -8.3% |
| 3Y | +35.4% | +36.1% | -0.7% | +6.6% |
| 5Y | +0.3% | +82.7% | -82.4% | -34.7% |
| All | +635.8% | +1,112.4% | -476.6% | +138.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling