-7.8%
ARES vs CAPR
+43.1%
-50.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.7% | -4.5% | +0.2% |
| 7D | +4.5% | +41.1% | -36.5% | +4.4% |
| 30D | +15.7% | +11.1% | +4.6% | +15.7% |
| 3M | -2.0% | +115.3% | -117.3% | -2.3% |
| 6M | +10.4% | -73.8% | +84.2% | +10.8% |
| YTD | -14.2% | -68.8% | +54.6% | -14.1% |
| 1Y | -7.8% | +43.3% | -51.1% | -8.5% |
| All | -7.8% | +43.1% | -50.8% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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