+926.7%
ADI vs ARES
+1,188.6%
-261.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +4.4% |
| 7D | +0.7% | +0.8% | -0.1% | +0.6% |
| 30D | +0.7% | +16.7% | -16.0% | -5.5% |
| 3M | +6.5% | -2.6% | +9.1% | +6.9% |
| 6M | -2.7% | +13.0% | -15.6% | -8.7% |
| YTD | +52.2% | -11.7% | +63.9% | +54.6% |
| 1Y | +77.5% | -6.7% | +84.1% | +75.7% |
| 3Y | +148.8% | +40.5% | +108.3% | +104.6% |
| 5Y | +142.9% | +88.2% | +54.7% | +73.0% |
| 10Y | +653.2% | +1,131.0% | -477.7% | +214.7% |
| All | +926.7% | +1,188.6% | -261.9% | +310.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling