+197.7%
AON vs ARES
+979.8%
-782.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.4% | -1.8% |
| 7D | -6.3% | -6.1% | -0.2% | -5.1% |
| 30D | -14.1% | -7.5% | -6.6% | -12.8% |
| 3M | -9.5% | +0.1% | -9.6% | -9.9% |
| 6M | -4.0% | +30.3% | -34.3% | -10.4% |
| YTD | -13.8% | -16.6% | +2.8% | -11.8% |
| 1Y | -18.3% | -26.1% | +7.8% | -14.3% |
| 3Y | -7.2% | +36.4% | -43.6% | -19.3% |
| 5Y | +7.3% | +95.0% | -87.6% | -17.6% |
| All | +197.7% | +979.8% | -782.2% | +62.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling