+80.9%
ARES vs AR
+101.6%
-20.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -3.6% |
| 7D | -0.3% | +6.4% | -6.7% | -1.6% |
| 30D | +15.3% | +3.1% | +12.2% | +14.2% |
| 3M | -5.4% | +3.3% | -8.7% | -6.6% |
| 6M | +10.0% | +6.6% | +3.5% | +7.4% |
| YTD | -14.7% | +12.3% | -27.0% | -18.7% |
| 1Y | -9.7% | +12.3% | -22.0% | -14.1% |
| 3Y | +35.8% | +50.4% | -14.6% | +19.7% |
| 5Y | +80.9% | +101.0% | -20.1% | +53.8% |
| All | +80.9% | +101.6% | -20.7% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling