-6.7%
ARES vs AS
+2.8%
-9.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.4% | -0.1% |
| 7D | +0.8% | -3.0% | +3.8% | +2.0% |
| 30D | +16.7% | +9.6% | +7.2% | +12.6% |
| 3M | -2.6% | -8.2% | +5.6% | +0.5% |
| 6M | +13.0% | -9.9% | +22.9% | +16.5% |
| YTD | -11.7% | -16.8% | +5.1% | -5.8% |
| 1Y | -6.7% | +3.0% | -9.7% | -5.0% |
| All | -6.7% | +2.8% | -9.5% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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