-13.1%
AON vs ARES
-18.2%
+5.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.2% |
| 7D | -9.1% | -1.7% | -7.4% | -9.0% |
| 30D | -10.2% | +0.3% | -10.5% | -10.3% |
| 3M | +0.5% | +8.5% | -8.0% | -0.1% |
| 6M | -4.8% | +23.5% | -28.3% | -6.5% |
| YTD | -8.0% | -11.2% | +3.2% | -7.6% |
| 1Y | -13.1% | -19.3% | +6.2% | -13.6% |
| All | -13.1% | -18.2% | +5.2% | -13.6% |
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 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