+1,029.6%
ARES vs AR
+45.1%
+984.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | -0.3% | -1.8% | +1.5% | -0.1% |
| 30D | +1.3% | +12.6% | -11.3% | -0.3% |
| 3M | +10.4% | +10.0% | +0.3% | +8.7% |
| 6M | +29.0% | +0.6% | +28.4% | +28.2% |
| YTD | -12.2% | +13.4% | -25.6% | -14.4% |
| 1Y | -18.4% | +21.7% | -40.2% | -21.4% |
| 3Y | +43.2% | +45.8% | -2.6% | +34.1% |
| 5Y | +102.6% | +144.3% | -41.7% | +77.8% |
| 10Y | +1,029.6% | +41.8% | +987.8% | +823.0% |
| All | +1,029.6% | +45.1% | +984.5% | +823.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling