+1,149.7%
ARES vs A
+317.8%
+832.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.1% | +1.1% | +2.5% |
| 7D | +5.0% | +4.8% | +0.2% | +2.3% |
| 30D | +19.1% | +5.6% | +13.4% | +15.2% |
| 3M | +3.1% | +23.6% | -20.5% | -9.1% |
| 6M | +12.9% | +56.4% | -43.5% | -14.4% |
| YTD | -10.7% | +33.4% | -44.1% | -25.6% |
| 1Y | -5.5% | +23.7% | -29.2% | -18.0% |
| 3Y | +45.0% | +71.0% | -26.0% | -1.3% |
| 5Y | +87.4% | +16.8% | +70.5% | +58.8% |
| All | +1,149.7% | +317.8% | +832.0% | +589.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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