+1,216.8%
ARES vs ALLE
+222.4%
+994.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.7% |
| 7D | +4.5% | -0.6% | +5.1% | +5.0% |
| 30D | +15.7% | +25.3% | -9.6% | +1.4% |
| 3M | -2.0% | +10.3% | -12.3% | -7.6% |
| 6M | +10.4% | +38.0% | -27.6% | -9.3% |
| YTD | -14.2% | +17.8% | -32.0% | -23.5% |
| 1Y | -7.8% | +13.6% | -21.4% | -16.1% |
| 3Y | +41.4% | +89.2% | -47.8% | -7.4% |
| 5Y | +83.7% | +51.1% | +32.6% | +35.9% |
| All | +1,216.8% | +222.4% | +994.4% | +591.5% |
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