+1,127.5%
ARES vs AU
+484.2%
+643.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.1% |
| 7D | +0.5% | -7.2% | +7.7% | +0.9% |
| 30D | +19.7% | -2.9% | +22.5% | +19.8% |
| 3M | -9.0% | -8.7% | -0.3% | -8.6% |
| 6M | +11.5% | -14.1% | +25.7% | +12.1% |
| YTD | -13.8% | +4.8% | -18.6% | -14.7% |
| 1Y | -5.6% | +11.9% | -17.5% | -6.9% |
| 3Y | +36.1% | +513.8% | -477.7% | +21.2% |
| 5Y | +82.7% | +379.3% | -296.6% | +62.3% |
| 10Y | +1,101.7% | +837.1% | +264.6% | +967.1% |
| All | +1,127.5% | +484.2% | +643.2% | +946.4% |
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