+45.0%
ARES vs CG
+52.0%
-7.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.6% | -2.4% | -0.6% |
| 7D | +5.0% | +3.0% | +1.9% | +2.6% |
| 30D | +19.1% | +10.1% | +9.0% | +10.9% |
| 3M | +3.1% | -10.8% | +13.9% | +11.6% |
| 6M | +12.9% | -15.2% | +28.1% | +26.7% |
| YTD | -10.7% | -26.9% | +16.3% | +11.1% |
| 1Y | -5.5% | -17.0% | +11.5% | +7.9% |
| 3Y | +45.0% | +54.6% | -9.6% | +28.5% |
| All | +45.0% | +52.0% | -7.0% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling