+152.3%
ACN vs ARES
+1,112.4%
-960.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -3.8% | +0.5% | -4.3% | -4.1% |
| 30D | +16.5% | +19.7% | -3.1% | +9.3% |
| 3M | +41.5% | -9.0% | +50.4% | +46.0% |
| 6M | +60.1% | +11.5% | +48.5% | +52.6% |
| YTD | -3.9% | -13.8% | +9.9% | -0.7% |
| 1Y | +4.1% | -5.6% | +9.7% | +4.0% |
| 3Y | -15.9% | +36.1% | -52.0% | -30.0% |
| 5Y | -26.3% | +82.7% | -109.0% | -47.1% |
| All | +152.3% | +1,112.4% | -960.1% | +15.1% |
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