+102.6%
ARES vs CG
+9.5%
+93.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | +0.5% |
| 7D | -0.3% | -1.3% | +0.9% | +0.5% |
| 30D | +1.3% | -3.2% | +4.5% | +3.5% |
| 3M | +10.4% | +6.2% | +4.1% | +5.9% |
| 6M | +29.0% | -4.7% | +33.7% | +34.0% |
| YTD | -12.2% | -20.6% | +8.4% | +3.5% |
| 1Y | -18.4% | -26.4% | +7.9% | +0.8% |
| 3Y | +43.2% | +55.4% | -12.2% | +2.0% |
| 5Y | +102.6% | +9.8% | +92.8% | +78.0% |
| All | +102.6% | +9.5% | +93.1% | +78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling