+82.7%
ARES vs ACWI
+54.8%
+27.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.3% |
| 7D | +4.5% | -2.4% | +6.9% | +8.5% |
| 30D | +15.7% | -5.2% | +20.9% | +25.6% |
| 3M | -2.0% | -4.8% | +2.8% | +5.9% |
| 6M | +10.4% | -1.3% | +11.7% | +12.7% |
| YTD | -14.2% | +8.4% | -22.6% | -24.5% |
| 1Y | -7.8% | +11.0% | -18.8% | -21.9% |
| 3Y | +41.4% | +70.6% | -29.2% | -38.7% |
| All | +82.7% | +54.8% | +27.9% | -6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling