+1,148.2%
ARES vs AR
+52.4%
+1,095.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.3% | -0.2% | +3.5% |
| 7D | +8.1% | -5.8% | +13.9% | +8.9% |
| 30D | +18.9% | +4.8% | +14.1% | +18.0% |
| 3M | +2.3% | +1.5% | +0.8% | +1.8% |
| 6M | +12.7% | +4.7% | +8.0% | +11.4% |
| YTD | -10.8% | +9.2% | -20.0% | -12.8% |
| 1Y | -5.3% | +11.2% | -16.5% | -7.8% |
| 3Y | +42.0% | +46.2% | -4.2% | +32.9% |
| 5Y | +88.3% | +98.1% | -9.8% | +68.6% |
| 10Y | +1,148.2% | +54.5% | +1,093.7% | +892.5% |
| All | +1,148.2% | +52.4% | +1,095.8% | +892.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling