+1,121.7%
ARES vs COO
+88.4%
+1,033.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +1.0% |
| 7D | +4.5% | +4.7% | -0.2% | +2.5% |
| 30D | +15.7% | +13.9% | +1.8% | +9.4% |
| 3M | -2.0% | -14.9% | +12.9% | +4.4% |
| 6M | +10.4% | +2.0% | +8.4% | +7.7% |
| YTD | -14.2% | -23.9% | +9.7% | -4.2% |
| 1Y | -7.8% | -9.6% | +1.9% | -4.8% |
| 3Y | +41.4% | -25.4% | +66.8% | +52.4% |
| 5Y | +83.7% | -41.2% | +124.9% | +118.2% |
| 10Y | +1,204.1% | +42.1% | +1,162.0% | +1,120.5% |
| All | +1,121.7% | +88.4% | +1,033.3% | +1,043.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling