+340.7%
ARES vs ACI
+31.1%
+309.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.2% | +4.1% |
| 7D | +5.0% | -5.9% | +10.9% | +5.5% |
| 30D | +19.1% | +7.2% | +11.9% | +18.4% |
| 3M | +3.1% | +8.8% | -5.8% | +2.3% |
| 6M | +12.9% | -17.2% | +30.0% | +14.1% |
| YTD | -10.7% | -21.3% | +10.6% | -9.5% |
| 1Y | -5.5% | -23.7% | +18.2% | -4.0% |
| 3Y | +45.0% | -32.8% | +77.8% | +48.3% |
| 5Y | +87.4% | -41.4% | +128.8% | +91.3% |
| All | +340.7% | +31.1% | +309.6% | +341.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling