-5.2%
ARES vs ALK
-4.9%
-0.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +7.1% | -2.9% | +1.7% |
| 7D | +5.0% | +8.9% | -3.9% | +1.9% |
| 30D | +19.1% | +5.9% | +13.1% | +16.3% |
| 3M | +3.1% | -16.5% | +19.6% | +8.1% |
| 6M | +12.9% | +2.1% | +10.7% | +10.5% |
| YTD | -10.7% | -17.1% | +6.4% | -6.5% |
| All | -5.2% | -4.9% | -0.3% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 1y: compounded portfolio wealth divided by compounded ALK 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…
1y analysis · Full analysis span regression · 6 months rolling