+133.9%
ADI vs ARES
+103.2%
+30.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.7% |
| 7D | +2.4% | -0.3% | +2.8% | +2.6% |
| 30D | -6.6% | +1.3% | -7.9% | -7.4% |
| 3M | -9.8% | +10.4% | -20.2% | -14.4% |
| 6M | +15.7% | +29.0% | -13.3% | +0.7% |
| YTD | +35.1% | -12.2% | +47.3% | +39.5% |
| 1Y | +47.7% | -18.4% | +66.1% | +56.9% |
| 3Y | +114.5% | +43.2% | +71.3% | +66.3% |
| All | +133.9% | +103.2% | +30.7% | +45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling