+640.7%
ADI vs ARES
+1,100.6%
-459.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.4% | +1.5% |
| 7D | +13.4% | -0.3% | +13.7% | +13.6% |
| 30D | -1.3% | +15.3% | -16.6% | -7.5% |
| 3M | +6.8% | -5.4% | +12.2% | +8.5% |
| 6M | -1.9% | +10.0% | -11.9% | -7.7% |
| YTD | +52.3% | -14.7% | +66.9% | +57.1% |
| 1Y | +71.6% | -9.7% | +81.3% | +72.0% |
| 3Y | +148.9% | +35.8% | +113.1% | +100.9% |
| 5Y | +140.8% | +80.9% | +59.9% | +64.5% |
| All | +640.7% | +1,100.6% | -459.9% | +185.4% |
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