+41.4%
ARES vs CF
+57.7%
-16.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.2% |
| 7D | +4.5% | -3.2% | +7.7% | +4.5% |
| 30D | +15.7% | +4.3% | +11.4% | +16.0% |
| 3M | -2.0% | +2.8% | -4.8% | -1.9% |
| 6M | +10.4% | +0.6% | +9.8% | +10.4% |
| YTD | -14.2% | +56.6% | -70.9% | -20.3% |
| 1Y | -7.8% | +49.6% | -57.4% | -13.8% |
| 3Y | +41.4% | +61.5% | -20.1% | +26.7% |
| All | +41.4% | +57.7% | -16.3% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 3y: compounded portfolio wealth divided by compounded CF 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…
3y analysis · Full analysis span regression · 6 months rolling