+82.7%
ARES vs ALC
-11.2%
+93.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +1.5% |
| 7D | +4.5% | +4.9% | -0.3% | +1.6% |
| 30D | +15.7% | +19.0% | -3.2% | +4.3% |
| 3M | -2.0% | +7.8% | -9.8% | -6.5% |
| 6M | +10.4% | +14.6% | -4.2% | +1.0% |
| YTD | -14.2% | -4.4% | -9.8% | -12.9% |
| 1Y | -7.8% | +1.4% | -9.2% | -10.1% |
| 3Y | +41.4% | +2.5% | +38.9% | +29.2% |
| All | +82.7% | -11.2% | +93.9% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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