+1,172.8%
ARES vs ARMK
+213.2%
+959.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.2% | 0.0% | +2.9% |
| 7D | +5.0% | +0.9% | +4.1% | +4.5% |
| 30D | +19.1% | -0.4% | +19.4% | +18.8% |
| 3M | +3.1% | -2.0% | +5.0% | +3.2% |
| 6M | +12.9% | +22.0% | -9.1% | +5.1% |
| YTD | -10.7% | +49.6% | -60.3% | -22.2% |
| 1Y | -5.5% | +46.4% | -51.9% | -17.1% |
| 3Y | +45.0% | +103.2% | -58.2% | +14.5% |
| 5Y | +87.4% | +108.1% | -20.7% | +46.4% |
| 10Y | +1,267.4% | +129.4% | +1,138.0% | +960.4% |
| All | +1,172.8% | +213.2% | +959.6% | +829.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 all: compounded portfolio wealth divided by compounded ARMK 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…
all analysis · Full analysis span regression · 6 months rolling