+35.4%
BX vs ARES
+37.5%
-2.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.7% |
| 7D | +0.6% | +0.5% | +0.1% | +0.2% |
| 30D | +14.2% | +19.7% | -5.4% | +0.8% |
| 3M | -18.7% | -9.0% | -9.8% | -13.1% |
| 6M | +2.5% | +11.5% | -9.1% | -5.0% |
| YTD | -18.8% | -13.8% | -5.0% | -11.4% |
| 1Y | -10.3% | -5.6% | -4.7% | -8.5% |
| 3Y | +35.4% | +36.1% | -0.7% | +16.1% |
| All | +35.4% | +37.5% | -2.1% | +16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling