+1,150.8%
ARES vs AU
+630.1%
+520.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | -0.3% | -0.3% | -0.1% | -0.3% |
| 30D | +1.3% | +12.8% | -11.5% | +0.5% |
| 3M | +10.4% | +28.5% | -18.1% | +8.6% |
| 6M | +29.0% | +4.8% | +24.2% | +28.0% |
| YTD | -12.2% | +31.0% | -43.1% | -14.1% |
| 1Y | -18.4% | +81.4% | -99.9% | -21.9% |
| 3Y | +43.2% | +618.4% | -575.3% | +26.2% |
| 5Y | +102.6% | +686.3% | -583.7% | +76.2% |
| 10Y | +1,029.6% | +664.5% | +365.1% | +886.8% |
| All | +1,150.8% | +630.1% | +520.7% | +953.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling