+379.8%
ALNY vs ARES
+1,181.8%
-802.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.9% |
| 7D | +5.7% | -0.3% | +6.0% | +5.8% |
| 30D | +18.7% | +1.3% | +17.4% | +18.1% |
| 3M | -11.0% | +10.4% | -21.3% | -13.9% |
| 6M | -18.9% | +29.0% | -47.9% | -25.7% |
| YTD | -34.6% | -12.2% | -22.4% | -33.5% |
| 1Y | -42.8% | -18.4% | -24.4% | -41.0% |
| 3Y | +29.1% | +43.2% | -14.0% | +7.6% |
| 5Y | +39.6% | +102.6% | -63.0% | +0.9% |
| 10Y | +253.8% | +1,029.6% | -775.8% | +50.2% |
| All | +379.8% | +1,181.8% | -802.0% | +87.5% |
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 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