-6.9%
ARES vs AUR
-17.4%
+10.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.4% | +10.6% | +7.1% |
| 7D | +10.5% | -19.8% | +30.4% | +15.5% |
| 30D | +16.8% | -29.0% | +45.9% | +25.5% |
| 3M | -3.2% | -43.6% | +40.3% | +9.3% |
| 6M | +16.4% | -36.6% | +53.1% | +24.6% |
| YTD | -12.4% | +6.3% | -18.6% | -20.9% |
| 1Y | -6.9% | -9.0% | +2.2% | -13.8% |
| All | -6.9% | -17.4% | +10.5% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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