-6.9%
ARES vs AR
+14.7%
-21.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.3% | +12.4% | +5.4% |
| 7D | +10.5% | -11.1% | +21.6% | +9.2% |
| 30D | +16.8% | +7.9% | +8.9% | +17.5% |
| 3M | -3.2% | +4.9% | -8.1% | -2.7% |
| 6M | +16.4% | -5.3% | +21.7% | +16.6% |
| YTD | -12.4% | +8.6% | -21.0% | -10.8% |
| 1Y | -6.9% | +13.7% | -20.5% | -6.2% |
| All | -6.9% | +14.7% | -21.6% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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