+36.4%
ARES vs AU
+577.5%
-541.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -6.1% | -4.3% | -1.8% | -5.7% |
| 30D | -7.5% | +7.3% | -14.8% | -8.2% |
| 3M | +0.1% | +26.3% | -26.2% | -2.1% |
| 6M | +30.3% | +1.8% | +28.5% | +29.0% |
| YTD | -16.6% | +26.8% | -43.4% | -19.4% |
| 1Y | -26.1% | +66.7% | -92.8% | -30.6% |
| 3Y | +36.4% | +579.1% | -542.6% | +9.0% |
| All | +36.4% | +577.5% | -541.1% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling