+22.1%
ALNY vs ARES
+35.4%
-13.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | -6.5% | -6.1% | -0.5% | -5.4% |
| 30D | +11.0% | -7.5% | +18.6% | +12.6% |
| 3M | -14.1% | +0.1% | -14.2% | -14.3% |
| 6M | -22.4% | +30.3% | -52.7% | -26.6% |
| YTD | -37.5% | -16.6% | -20.8% | -35.9% |
| 1Y | -46.9% | -26.1% | -20.8% | -44.0% |
| 3Y | +22.1% | +36.4% | -14.4% | +7.4% |
| All | +22.1% | +35.4% | -13.3% | +7.4% |
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 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