+1,267.4%
ARES vs CASY
+551.3%
+716.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +4.0% |
| 7D | +5.0% | +3.6% | +1.4% | +3.8% |
| 30D | +19.1% | +7.2% | +11.9% | +16.3% |
| 3M | +3.1% | -16.9% | +20.0% | +8.7% |
| 6M | +12.9% | -19.3% | +32.2% | +18.5% |
| YTD | -10.7% | +25.6% | -36.3% | -21.0% |
| 1Y | -5.5% | +30.2% | -35.7% | -17.9% |
| 3Y | +45.0% | +154.9% | -109.9% | -5.7% |
| 5Y | +87.4% | +252.1% | -164.7% | +5.3% |
| 10Y | +1,267.4% | +535.8% | +731.6% | +531.9% |
| All | +1,267.4% | +551.3% | +716.1% | +531.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 10y: compounded portfolio wealth divided by compounded CASY 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…
10y analysis · Full analysis span regression · 6 months rolling