-5.2%
ARES vs ACI
-23.2%
+18.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.2% | +4.2% |
| 7D | +5.0% | -5.9% | +10.9% | +5.1% |
| 30D | +19.1% | +7.2% | +11.9% | +19.4% |
| 3M | +3.1% | +8.8% | -5.8% | +3.5% |
| 6M | +12.9% | -17.2% | +30.0% | +10.6% |
| YTD | -10.7% | -21.3% | +10.6% | -13.5% |
| All | -5.2% | -23.2% | +18.0% | -8.1% |
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