+961.2%
ARES vs CNI
+138.2%
+822.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | -6.1% | -0.4% | -5.7% | -5.8% |
| 30D | -7.5% | -2.7% | -4.8% | -5.8% |
| 3M | +0.1% | +3.9% | -3.8% | -2.7% |
| 6M | +30.3% | +16.4% | +13.9% | +16.6% |
| YTD | -16.6% | +25.8% | -42.4% | -29.6% |
| 1Y | -26.1% | +32.4% | -58.5% | -40.0% |
| 3Y | +36.4% | +19.1% | +17.4% | +16.5% |
| 5Y | +95.0% | +13.6% | +81.4% | +72.3% |
| All | +961.2% | +138.2% | +822.9% | +520.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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