+953.0%
ARES vs AGI
+388.9%
+564.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.3% | +0.5% | -2.5% |
| 7D | -7.7% | -5.3% | -2.4% | -7.3% |
| 30D | -8.7% | +6.8% | -15.5% | -9.3% |
| 3M | +2.8% | +8.3% | -5.5% | +1.9% |
| 6M | +23.1% | -29.2% | +52.3% | +25.9% |
| YTD | -17.3% | -7.3% | -10.0% | -17.5% |
| 1Y | -24.3% | +8.0% | -32.3% | -25.7% |
| 3Y | +34.9% | +206.6% | -171.6% | +21.1% |
| 5Y | +93.5% | +398.1% | -304.7% | +67.0% |
| All | +953.0% | +388.9% | +564.1% | +794.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling