+282.7%
AG vs ARES
+38.2%
+244.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.1% | +3.1% |
| 7D | -0.1% | -2.7% | +2.6% | +0.8% |
| 30D | +12.5% | -2.4% | +14.8% | +13.2% |
| 3M | +28.2% | +3.9% | +24.2% | +26.0% |
| 6M | -18.8% | +26.4% | -45.2% | -25.4% |
| YTD | +27.4% | -14.9% | +42.3% | +33.9% |
| 1Y | +132.2% | -20.4% | +152.6% | +149.8% |
| All | +282.7% | +38.2% | +244.5% | +213.3% |
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