+115.3%
ADI vs ARES
+38.2%
+77.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.7% |
| 7D | +2.6% | -2.7% | +5.3% | +3.6% |
| 30D | -4.6% | -2.4% | -2.2% | -4.0% |
| 3M | -9.5% | +3.9% | -13.4% | -11.6% |
| 6M | +14.8% | +26.4% | -11.5% | +2.1% |
| YTD | +35.8% | -14.9% | +50.7% | +43.5% |
| 1Y | +48.9% | -20.4% | +69.4% | +61.4% |
| All | +115.3% | +38.2% | +77.2% | +77.2% |
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