-41.9%
ACN vs ARES
+47.3%
-89.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -3.8% |
| 7D | -4.8% | -0.3% | -4.5% | -4.7% |
| 30D | +1.9% | +1.3% | +0.6% | +1.5% |
| 3M | +3.9% | +10.4% | -6.5% | +0.8% |
| 6M | -15.0% | +29.0% | -44.0% | -21.2% |
| YTD | -31.9% | -12.2% | -19.7% | -30.5% |
| 1Y | -28.5% | -18.4% | -10.1% | -26.2% |
| 3Y | -41.9% | +43.2% | -85.1% | -47.2% |
| All | -41.9% | +47.3% | -89.2% | -47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling