+809.2%
ADI vs ARES
+1,196.0%
-386.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.0% |
| 7D | +0.4% | -1.7% | +2.1% | +1.1% |
| 30D | -3.8% | +0.3% | -4.1% | -4.2% |
| 3M | -15.3% | +8.5% | -23.7% | -18.6% |
| 6M | +6.7% | +23.5% | -16.8% | -3.9% |
| YTD | +34.8% | -11.2% | +46.0% | +37.2% |
| 1Y | +49.0% | -19.3% | +68.3% | +56.7% |
| 3Y | +108.1% | +48.7% | +59.4% | +67.8% |
| 5Y | +142.4% | +106.5% | +35.9% | +67.5% |
| 10Y | +589.9% | +1,055.3% | -465.4% | +191.4% |
| All | +809.2% | +1,196.0% | -386.8% | +264.4% |
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 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