-5.6%
ARES vs AS
-3.7%
-1.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.3% |
| 7D | +0.5% | -4.9% | +5.3% | +2.5% |
| 30D | +19.7% | +3.9% | +15.8% | +18.0% |
| 3M | -9.0% | -9.6% | +0.6% | -5.4% |
| 6M | +11.5% | -8.7% | +20.2% | +14.5% |
| YTD | -13.8% | -19.8% | +6.0% | -6.6% |
| 1Y | -5.6% | -1.5% | -4.0% | -2.0% |
| All | -5.6% | -3.7% | -1.9% | -2.0% |
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