+47.1%
ADP vs ARES
+37.5%
+9.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | +2.2% | +0.5% | +1.7% | +2.1% |
| 30D | +10.6% | +19.7% | -9.1% | +7.3% |
| 3M | +12.9% | -9.0% | +21.9% | +14.3% |
| 6M | +50.6% | +11.5% | +39.1% | +47.3% |
| YTD | +23.2% | -13.8% | +37.0% | +24.9% |
| 1Y | +25.3% | -5.6% | +30.8% | +24.9% |
| 3Y | +47.1% | +36.1% | +11.0% | +42.5% |
| All | +47.1% | +37.5% | +9.6% | +42.5% |
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