-5.2%
ARES vs COO
-8.8%
+3.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.5% | +1.7% | +3.2% |
| 7D | +5.0% | +4.3% | +0.7% | +3.3% |
| 30D | +19.1% | +17.6% | +1.5% | +12.4% |
| 3M | +3.1% | -13.9% | +16.9% | +9.7% |
| 6M | +12.9% | +6.6% | +6.3% | +7.0% |
| YTD | -10.7% | -22.0% | +11.3% | +6.2% |
| All | -5.2% | -8.8% | +3.6% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling