+999.8%
ARES vs COO
+36.7%
+963.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.2% | +3.2% | -0.1% |
| 7D | -2.7% | -9.0% | +6.3% | +1.8% |
| 30D | -2.4% | -16.8% | +14.4% | +6.5% |
| 3M | +3.9% | -7.5% | +11.4% | +7.4% |
| 6M | +26.4% | -16.3% | +42.7% | +36.6% |
| YTD | -14.9% | -22.5% | +7.7% | -4.1% |
| 1Y | -20.4% | -7.0% | -13.4% | -18.5% |
| 3Y | +38.8% | -27.5% | +66.2% | +53.4% |
| 5Y | +97.0% | -43.3% | +140.3% | +143.7% |
| 10Y | +999.8% | +37.6% | +962.2% | +1,007.0% |
| All | +999.8% | +36.7% | +963.1% | +1,007.0% |
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