+1,148.2%
ARES vs CG
+308.6%
+839.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.8% |
| 7D | +8.1% | +2.0% | +6.2% | +6.7% |
| 30D | +18.9% | +8.5% | +10.4% | +13.0% |
| 3M | +2.3% | -12.1% | +14.5% | +10.6% |
| 6M | +12.7% | -16.4% | +29.2% | +25.9% |
| YTD | -10.8% | -28.0% | +17.2% | +9.4% |
| 1Y | -5.3% | -18.9% | +13.6% | +8.1% |
| 3Y | +42.0% | +51.2% | -9.2% | +11.1% |
| 5Y | +88.3% | -15.9% | +104.1% | +96.3% |
| 10Y | +1,148.2% | +305.9% | +842.3% | +639.2% |
| All | +1,148.2% | +308.6% | +839.6% | +639.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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