+40.5%
ALL vs ARES
-9.0%
+49.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.1% | -3.3% | +3.0% |
| 7D | +7.5% | +10.5% | -3.0% | +7.8% |
| 30D | +19.7% | +16.8% | +2.9% | +20.2% |
| 3M | +2.9% | -3.2% | +6.1% | +2.4% |
| 6M | +23.5% | +16.4% | +7.1% | +24.2% |
| YTD | +31.1% | -12.4% | +43.5% | +32.6% |
| 1Y | +40.5% | -6.9% | +47.3% | +41.8% |
| All | +40.5% | -9.0% | +49.4% | +41.8% |
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 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