+102.6%
ARES vs A
-14.2%
+116.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | +0.3% |
| 7D | -0.3% | -2.1% | +1.7% | +0.7% |
| 30D | +1.3% | +0.6% | +0.7% | +0.8% |
| 3M | +10.4% | +10.9% | -0.5% | +3.8% |
| 6M | +29.0% | +28.2% | +0.9% | +10.7% |
| YTD | -12.2% | +8.6% | -20.8% | -17.1% |
| 1Y | -18.4% | +15.5% | -34.0% | -26.4% |
| 3Y | +43.2% | +31.8% | +11.4% | +12.4% |
| 5Y | +102.6% | -14.9% | +117.5% | +107.1% |
| All | +102.6% | -14.2% | +116.8% | +107.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling