+36.1%
ARES vs AGI
+127.5%
-91.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +0.5% | -10.1% | +10.6% | +1.9% |
| 30D | +19.7% | -6.5% | +26.2% | +20.3% |
| 3M | -9.0% | -12.8% | +3.8% | -7.7% |
| 6M | +11.5% | -34.3% | +45.9% | +16.4% |
| YTD | -13.8% | -25.6% | +11.8% | -12.6% |
| 1Y | -5.6% | -14.2% | +8.6% | -5.9% |
| 3Y | +36.1% | +127.3% | -91.2% | +15.0% |
| All | +36.1% | +127.5% | -91.3% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling