+1,131.0%
ARES vs COO
+41.7%
+1,089.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.6% |
| 7D | +0.8% | -2.3% | +3.1% | +1.9% |
| 30D | +16.7% | +13.3% | +3.4% | +10.1% |
| 3M | -2.6% | -18.1% | +15.5% | +6.4% |
| 6M | +13.0% | +6.7% | +6.3% | +7.4% |
| YTD | -11.7% | -23.2% | +11.5% | -0.8% |
| 1Y | -6.7% | -12.3% | +5.6% | -2.0% |
| 3Y | +40.5% | -23.6% | +64.1% | +49.9% |
| 5Y | +88.2% | -38.7% | +126.9% | +123.7% |
| All | +1,131.0% | +41.7% | +1,089.2% | +1,166.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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