+642.7%
BX vs ARES
+971.5%
-328.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | -0.1% | -1.0% |
| 7D | -8.9% | -7.7% | -1.2% | -4.0% |
| 30D | -14.8% | -8.7% | -6.1% | -9.5% |
| 3M | +6.9% | +2.8% | +4.1% | +4.7% |
| 6M | +16.3% | +23.1% | -6.8% | +1.1% |
| YTD | -16.1% | -17.3% | +1.2% | -6.4% |
| 1Y | -26.8% | -24.3% | -2.5% | -14.0% |
| 3Y | +22.4% | +34.9% | -12.5% | -2.2% |
| 5Y | +16.0% | +93.5% | -77.5% | -24.9% |
| All | +642.7% | +971.5% | -328.8% | +152.5% |
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