+7.7%
AAL vs ARES
-9.0%
+16.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.1% | +0.2% | +3.8% |
| 7D | +8.3% | +10.5% | -2.2% | +4.2% |
| 30D | +6.2% | +16.8% | -10.6% | 0.0% |
| 3M | -17.7% | -3.2% | -14.5% | -17.2% |
| 6M | +15.4% | +16.4% | -1.0% | +8.8% |
| YTD | -11.1% | -12.4% | +1.3% | -9.3% |
| 1Y | +7.7% | -6.9% | +14.6% | +1.8% |
| All | +7.7% | -9.0% | +16.7% | +1.8% |
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