-6.9%
ARES vs ACI
-18.4%
+11.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.5% | +2.6% | +6.1% |
| 7D | +10.5% | +4.5% | +6.0% | +10.5% |
| 30D | +16.8% | +20.9% | -4.0% | +17.1% |
| 3M | -3.2% | +15.2% | -18.5% | -3.1% |
| 6M | +16.4% | -13.3% | +29.7% | +13.9% |
| YTD | -12.4% | -16.2% | +3.8% | -15.2% |
| 1Y | -6.9% | -16.9% | +10.0% | -10.1% |
| All | -6.9% | -18.4% | +11.6% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 1y: compounded portfolio wealth divided by compounded ACI 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…
1y analysis · Full analysis span regression · 6 months rolling