+492.8%
ALL vs ARES
+1,196.0%
-703.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.4% | -1.2% |
| 7D | 0.0% | -1.7% | +1.7% | +0.3% |
| 30D | -1.5% | +0.3% | -1.8% | -1.6% |
| 3M | +23.6% | +8.5% | +15.1% | +21.0% |
| 6M | +22.3% | +23.5% | -1.1% | +16.0% |
| YTD | +26.5% | -11.2% | +37.7% | +27.5% |
| 1Y | +27.0% | -19.3% | +46.3% | +30.2% |
| 3Y | +149.6% | +48.7% | +100.9% | +117.4% |
| 5Y | +118.1% | +106.5% | +11.6% | +71.1% |
| 10Y | +369.0% | +1,055.3% | -686.4% | +171.5% |
| All | +492.8% | +1,196.0% | -703.2% | +230.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling