+47.8%
AA vs ARES
+1,145.7%
-1,097.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.1% | +3.7% | +3.2% |
| 7D | +1.1% | +0.8% | +0.4% | +0.8% |
| 30D | -1.3% | +16.7% | -18.0% | -9.4% |
| 3M | -23.9% | -2.6% | -21.3% | -23.4% |
| 6M | -36.8% | +13.0% | -49.8% | -41.9% |
| YTD | -22.2% | -11.7% | -10.4% | -20.5% |
| 1Y | +10.4% | -6.7% | +17.0% | +8.6% |
| 3Y | +72.0% | +40.5% | +31.5% | +27.9% |
| 5Y | -15.6% | +88.2% | -103.8% | -48.8% |
| 10Y | +47.8% | +1,131.0% | -1,083.2% | -62.3% |
| All | +47.8% | +1,145.7% | -1,097.9% | -62.3% |
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