+72.8%
AG vs ARES
+97.0%
-24.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.1% | +3.2% |
| 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% | +25.9% |
| 6M | -18.8% | +26.4% | -45.2% | -26.0% |
| YTD | +27.4% | -14.9% | +42.3% | +33.0% |
| 1Y | +132.2% | -20.4% | +152.6% | +147.9% |
| 3Y | +286.9% | +38.8% | +248.1% | +221.6% |
| 5Y | +72.8% | +97.0% | -24.2% | +17.4% |
| All | +72.8% | +97.0% | -24.2% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling