+80.9%
ARES vs AIG
+57.6%
+23.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.1% |
| 7D | -0.3% | +2.0% | -2.3% | -1.5% |
| 30D | +15.3% | +6.3% | +8.9% | +11.4% |
| 3M | -5.4% | +9.2% | -14.5% | -10.1% |
| 6M | +10.0% | +9.5% | +0.5% | +3.8% |
| YTD | -14.7% | -1.6% | -13.1% | -14.8% |
| 1Y | -9.7% | +8.5% | -18.2% | -15.4% |
| 3Y | +35.8% | +38.3% | -2.5% | +7.2% |
| 5Y | +80.9% | +59.0% | +21.8% | +27.0% |
| All | +80.9% | +57.6% | +23.3% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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