+624.3%
ADI vs ARES
+1,002.2%
-377.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.8% |
| 7D | +2.6% | -2.7% | +5.3% | +3.7% |
| 30D | -4.6% | -2.4% | -2.2% | -4.0% |
| 3M | -9.5% | +3.9% | -13.4% | -11.8% |
| 6M | +14.8% | +26.4% | -11.5% | +1.4% |
| YTD | +35.8% | -14.9% | +50.7% | +40.8% |
| 1Y | +48.9% | -20.4% | +69.4% | +57.9% |
| 3Y | +115.6% | +38.8% | +76.8% | +74.8% |
| 5Y | +135.1% | +97.0% | +38.1% | +58.7% |
| All | +624.3% | +1,002.2% | -377.9% | +202.0% |
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