+1,121.7%
ARES vs ACWI
+230.8%
+890.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +4.5% | -2.4% | +6.9% | +7.6% |
| 30D | +15.7% | -5.2% | +20.9% | +23.4% |
| 3M | -2.0% | -4.8% | +2.8% | +4.1% |
| 6M | +10.4% | -1.3% | +11.7% | +12.5% |
| YTD | -14.2% | +8.4% | -22.6% | -21.8% |
| 1Y | -7.8% | +11.0% | -18.8% | -18.3% |
| 3Y | +41.4% | +70.6% | -29.2% | -22.7% |
| 5Y | +83.7% | +55.3% | +28.4% | +14.4% |
| 10Y | +1,204.1% | +223.2% | +980.9% | +350.7% |
| All | +1,121.7% | +230.8% | +890.9% | +336.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling