-6.9%
ARES vs ACWI
+14.9%
-21.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.5% | +3.8% |
| 7D | +10.5% | -0.5% | +11.0% | +11.2% |
| 30D | +16.8% | -1.6% | +18.5% | +19.4% |
| 3M | -3.2% | -1.3% | -1.9% | -1.3% |
| 6M | +16.4% | +5.8% | +10.6% | +8.1% |
| YTD | -12.4% | +12.7% | -25.1% | -22.7% |
| 1Y | -6.9% | +15.0% | -21.9% | -19.5% |
| All | -6.9% | +14.9% | -21.7% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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