+29.0%
ALL vs ARES
-18.8%
+47.8%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.4% |
| 7D | -1.7% | -0.3% | -1.4% | -1.7% |
| 30D | -4.7% | +1.3% | -6.0% | -4.6% |
| 3M | +18.4% | +10.4% | +8.0% | +18.9% |
| 6M | +20.5% | +29.0% | -8.5% | +20.6% |
| YTD | +23.5% | -12.2% | +35.7% | +25.8% |
| 1Y | +29.0% | -18.4% | +47.4% | +33.5% |
| All | +29.0% | -18.8% | +47.8% | +33.5% |
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 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