-42.9%
ACN vs ARES
+105.3%
-148.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -3.7% |
| 7D | -4.8% | -0.3% | -4.5% | -4.7% |
| 30D | +1.9% | +1.3% | +0.6% | +1.4% |
| 3M | +3.9% | +10.4% | -6.5% | -0.3% |
| 6M | -15.0% | +29.0% | -44.0% | -23.4% |
| YTD | -31.9% | -12.2% | -19.7% | -29.7% |
| 1Y | -28.5% | -18.4% | -10.1% | -24.7% |
| 3Y | -41.9% | +43.2% | -85.1% | -54.3% |
| 5Y | -42.9% | +102.6% | -145.4% | -63.7% |
| All | -42.9% | +105.3% | -148.1% | -63.7% |
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