+18.8%
BX vs ARES
+97.0%
-78.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.1% | -0.6% | -1.2% |
| 7D | -5.7% | -2.7% | -3.0% | -3.6% |
| 30D | -8.9% | -2.4% | -6.5% | -7.1% |
| 3M | +8.4% | +3.9% | +4.5% | +4.5% |
| 6M | +18.9% | +26.4% | -7.5% | -2.4% |
| YTD | -13.6% | -14.9% | +1.3% | -3.8% |
| 1Y | -22.4% | -20.4% | -2.0% | -9.6% |
| 3Y | +26.0% | +38.8% | -12.8% | -14.4% |
| 5Y | +18.8% | +97.0% | -78.2% | -43.2% |
| All | +18.8% | +97.0% | -78.2% | -43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling