+66.8%
AA vs ARES
-18.0%
+84.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.7% |
| 7D | +1.7% | -0.3% | +2.0% | +1.7% |
| 30D | +3.3% | +1.3% | +2.0% | +3.1% |
| 3M | -29.4% | +10.4% | -39.8% | -30.3% |
| 6M | -12.8% | +29.0% | -41.8% | -15.2% |
| YTD | -2.1% | -12.2% | +10.1% | +5.3% |
| All | +66.8% | -18.0% | +84.8% | +75.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling