+298.8%
ACN vs ARES
+1,188.6%
-889.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.5% |
| 7D | -4.0% | +0.8% | -4.8% | -4.3% |
| 30D | +19.0% | +16.7% | +2.3% | +13.3% |
| 3M | +42.2% | -2.6% | +44.8% | +43.1% |
| 6M | +50.1% | +13.0% | +37.2% | +43.4% |
| YTD | -2.7% | -11.7% | +9.0% | -0.5% |
| 1Y | +7.6% | -6.7% | +14.3% | +7.9% |
| 3Y | -15.9% | +40.5% | -56.4% | -28.7% |
| 5Y | -24.4% | +88.2% | -112.6% | -43.2% |
| 10Y | +151.4% | +1,131.0% | -979.6% | +24.2% |
| All | +298.8% | +1,188.6% | -889.8% | +89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling