+0.8%
AAL vs ARES
-7.5%
+8.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.0% | -1.5% |
| 7D | -0.1% | +0.5% | -0.5% | -0.1% |
| 30D | +11.7% | +19.7% | -8.0% | +4.6% |
| 3M | -12.5% | -9.0% | -3.6% | -9.9% |
| 6M | +3.6% | +11.5% | -7.9% | -0.5% |
| YTD | -14.1% | -13.8% | -0.3% | -12.5% |
| 1Y | +0.8% | -5.6% | +6.4% | -2.2% |
| All | +0.8% | -7.5% | +8.3% | -2.2% |
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