+1,172.8%
ARES vs CG
+149.6%
+1,023.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.6% | -2.4% | +0.5% |
| 7D | +5.0% | +3.0% | +1.9% | +3.2% |
| 30D | +19.1% | +10.1% | +9.0% | +12.8% |
| 3M | +3.1% | -10.8% | +13.9% | +9.8% |
| 6M | +12.9% | -15.2% | +28.1% | +23.9% |
| YTD | -10.7% | -26.9% | +16.3% | +6.7% |
| 1Y | -5.5% | -17.0% | +11.5% | +5.4% |
| 3Y | +45.0% | +54.6% | -9.6% | +16.5% |
| 5Y | +87.4% | -16.7% | +104.1% | +96.1% |
| 10Y | +1,267.4% | +320.1% | +947.3% | +712.5% |
| All | +1,172.8% | +149.6% | +1,023.2% | +690.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling