+750.9%
BX vs ARES
+1,196.0%
-445.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.5% |
| 7D | -4.4% | -1.7% | -2.7% | -3.4% |
| 30D | +0.1% | +0.3% | -0.2% | -0.1% |
| 3M | +16.0% | +8.5% | +7.5% | +10.2% |
| 6M | +21.6% | +23.5% | -1.9% | +6.7% |
| YTD | -8.9% | -11.2% | +2.3% | -3.3% |
| 1Y | -16.6% | -19.3% | +2.7% | -6.9% |
| 3Y | +43.3% | +48.7% | -5.3% | +11.1% |
| 5Y | +25.7% | +106.5% | -80.8% | -17.6% |
| 10Y | +689.5% | +1,055.3% | -365.8% | +172.2% |
| All | +750.9% | +1,196.0% | -445.1% | +169.7% |
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