+1,029.6%
ARES vs CASY
+549.1%
+480.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.9% | -0.1% |
| 7D | -0.3% | -4.4% | +4.0% | +1.1% |
| 30D | +1.3% | -12.0% | +13.3% | +5.3% |
| 3M | +10.4% | -2.3% | +12.7% | +9.1% |
| 6M | +29.0% | +10.5% | +18.5% | +21.3% |
| YTD | -12.2% | +33.0% | -45.2% | -23.2% |
| 1Y | -18.4% | +41.1% | -59.6% | -30.6% |
| 3Y | +43.2% | +207.5% | -164.3% | -12.4% |
| 5Y | +102.6% | +290.7% | -188.1% | +11.7% |
| 10Y | +1,029.6% | +556.5% | +473.1% | +421.2% |
| All | +1,029.6% | +549.1% | +480.6% | +421.2% |
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