+34.8%
ARES vs A
+63.6%
-28.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.5% |
| 7D | -0.3% | +0.7% | -1.0% | -0.6% |
| 30D | +15.3% | +0.8% | +14.5% | +14.7% |
| 3M | -5.4% | +16.9% | -22.3% | -11.5% |
| 6M | +10.0% | +53.8% | -43.7% | -9.3% |
| YTD | -14.7% | +28.1% | -42.8% | -23.6% |
| 1Y | -9.7% | +15.0% | -24.7% | -15.5% |
| All | +34.8% | +63.6% | -28.8% | +18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling