-7.8%
ARES vs ALK
-6.6%
-1.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | +4.5% | +9.0% | -4.5% | +1.6% |
| 30D | +15.7% | -1.6% | +17.4% | +16.0% |
| 3M | -2.0% | -23.2% | +21.2% | +5.7% |
| 6M | +10.4% | -3.9% | +14.3% | +10.5% |
| YTD | -14.2% | -22.6% | +8.3% | -8.2% |
| 1Y | -7.8% | -5.3% | -2.4% | -8.1% |
| All | -7.8% | -6.6% | -1.1% | -8.1% |
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