+82.8%
ARES vs CFG
+61.7%
+21.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.6% |
| 7D | +0.5% | +3.2% | -2.7% | -1.3% |
| 30D | +19.7% | +5.1% | +14.5% | +16.3% |
| 3M | -9.0% | -11.2% | +2.3% | -2.5% |
| 6M | +11.5% | +9.6% | +2.0% | +5.5% |
| YTD | -13.8% | +15.0% | -28.8% | -21.0% |
| 1Y | -5.6% | +29.9% | -35.4% | -19.4% |
| 3Y | +36.1% | +192.1% | -156.0% | -25.9% |
| All | +82.8% | +61.7% | +21.1% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 5y: compounded portfolio wealth divided by compounded CFG 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…
5y analysis · Full analysis span regression · 6 months rolling