+33.4%
AG vs ARES
-9.0%
+42.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +6.1% | +3.0% | +7.0% |
| 7D | -2.6% | +10.5% | -13.1% | -5.8% |
| 30D | -12.1% | +16.8% | -28.9% | -16.6% |
| 3M | -6.6% | -3.2% | -3.4% | -6.0% |
| 6M | -20.5% | +16.4% | -36.9% | -24.0% |
| YTD | -7.4% | -12.4% | +5.0% | +2.9% |
| 1Y | +33.4% | -6.9% | +40.3% | +33.2% |
| All | +33.4% | -9.0% | +42.3% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling