+144.4%
ADI vs ARES
+37.5%
+106.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.0% | -3.8% | -3.1% |
| 7D | +9.5% | +0.5% | +9.0% | +9.3% |
| 30D | -1.4% | +19.7% | -21.1% | -7.9% |
| 3M | +4.7% | -9.0% | +13.7% | +8.0% |
| 6M | -7.4% | +11.5% | -19.0% | -12.5% |
| YTD | +48.1% | -13.8% | +61.9% | +55.4% |
| 1Y | +69.6% | -5.6% | +75.2% | +69.1% |
| 3Y | +144.4% | +36.1% | +108.3% | +112.1% |
| All | +144.4% | +37.5% | +106.9% | +112.1% |
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