+1,131.0%
ARES vs ALLE
+212.2%
+918.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.6% |
| 7D | +0.8% | -0.8% | +1.6% | +1.3% |
| 30D | +16.7% | +27.4% | -10.7% | +1.4% |
| 3M | -2.6% | +13.8% | -16.5% | -9.8% |
| 6M | +13.0% | +45.5% | -32.5% | -9.9% |
| YTD | -11.7% | +21.4% | -33.1% | -22.6% |
| 1Y | -6.7% | +15.4% | -22.0% | -15.7% |
| 3Y | +40.5% | +91.7% | -51.2% | -8.4% |
| 5Y | +88.2% | +54.5% | +33.7% | +37.7% |
| 10Y | +1,131.0% | +210.5% | +920.4% | +599.4% |
| All | +1,131.0% | +212.2% | +918.8% | +599.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling