+1,148.2%
ARES vs CASY
+539.5%
+608.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | +8.1% | +5.0% | +3.2% | +6.4% |
| 30D | +18.9% | +8.2% | +10.7% | +15.8% |
| 3M | +2.3% | -18.2% | +20.5% | +8.5% |
| 6M | +12.7% | -18.6% | +31.3% | +18.1% |
| YTD | -10.8% | +26.8% | -37.6% | -21.4% |
| 1Y | -5.3% | +31.6% | -36.9% | -18.0% |
| 3Y | +42.0% | +156.5% | -114.5% | -8.0% |
| 5Y | +88.3% | +258.6% | -170.3% | +4.8% |
| 10Y | +1,148.2% | +550.3% | +598.0% | +466.1% |
| All | +1,148.2% | +539.5% | +608.7% | +466.1% |
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