+19.1%
AA vs ARES
+105.3%
-86.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +4.1% |
| 7D | +1.7% | -0.3% | +2.0% | +1.8% |
| 30D | +3.3% | +1.3% | +2.0% | +2.4% |
| 3M | -29.4% | +10.4% | -39.8% | -33.4% |
| 6M | -12.8% | +29.0% | -41.8% | -25.4% |
| YTD | -2.1% | -12.2% | +10.1% | +1.8% |
| 1Y | +62.8% | -18.4% | +81.2% | +74.6% |
| 3Y | +90.5% | +43.2% | +47.3% | +42.4% |
| 5Y | +19.1% | +102.6% | -83.5% | -27.5% |
| All | +19.1% | +105.3% | -86.2% | -27.5% |
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