+106.6%
ARES vs ACWI
+67.7%
+39.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -1.7% | +0.5% | -2.2% | -2.4% |
| 30D | +0.3% | +0.9% | -0.6% | -1.1% |
| 3M | +8.5% | +2.4% | +6.1% | +4.6% |
| 6M | +23.5% | +12.4% | +11.1% | +2.5% |
| YTD | -11.2% | +15.2% | -26.4% | -28.8% |
| 1Y | -19.3% | +22.7% | -42.0% | -41.6% |
| 3Y | +48.7% | +75.8% | -27.1% | -38.2% |
| All | +106.6% | +67.7% | +39.0% | -4.5% |
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 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