+41.4%
ARES vs ALK
+16.0%
+25.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | +4.5% | +9.0% | -4.5% | +1.3% |
| 30D | +15.7% | -1.6% | +17.4% | +16.2% |
| 3M | -2.0% | -23.2% | +21.2% | +7.2% |
| 6M | +10.4% | -3.9% | +14.3% | +10.3% |
| YTD | -14.2% | -22.6% | +8.3% | -8.6% |
| 1Y | -7.8% | -5.3% | -2.4% | -9.3% |
| 3Y | +41.4% | +18.6% | +22.8% | +35.7% |
| All | +41.4% | +16.0% | +25.4% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling