+19.1%
ADM vs ARES
+51.9%
-32.8%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.3% |
| 7D | +3.8% | -1.7% | +5.4% | +3.8% |
| 30D | +9.8% | +0.3% | +9.5% | +9.7% |
| 3M | +2.1% | +8.5% | -6.3% | +1.8% |
| 6M | +27.5% | +23.5% | +4.0% | +26.2% |
| YTD | +50.2% | -11.2% | +61.4% | +52.1% |
| 1Y | +40.6% | -19.3% | +59.9% | +43.2% |
| All | +19.1% | +51.9% | -32.8% | +17.8% |
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