+317.1%
AON vs ARES
+1,181.8%
-864.8%
-38.7%
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% | -2.0% |
| 7D | -3.2% | -0.3% | -2.9% | -3.2% |
| 30D | -11.9% | +1.3% | -13.2% | -12.2% |
| 3M | -2.9% | +10.4% | -13.2% | -5.2% |
| 6M | -6.8% | +29.0% | -35.8% | -12.3% |
| YTD | -10.1% | -12.2% | +2.1% | -9.1% |
| 1Y | -14.2% | -18.4% | +4.2% | -12.3% |
| 3Y | -3.3% | +43.2% | -46.4% | -15.3% |
| 5Y | +13.6% | +102.6% | -89.0% | -10.6% |
| 10Y | +209.2% | +1,029.6% | -820.5% | +79.5% |
| All | +317.1% | +1,181.8% | -864.8% | +132.9% |
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