-6.9%
ARES vs CP
+35.2%
-42.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.5% | +2.7% | +4.2% |
| 7D | +10.5% | +5.6% | +5.0% | +7.4% |
| 30D | +16.8% | +10.0% | +6.8% | +11.2% |
| 3M | -3.2% | +4.4% | -7.6% | -5.5% |
| 6M | +16.4% | +14.1% | +2.4% | +9.7% |
| YTD | -12.4% | +29.1% | -41.4% | -21.8% |
| 1Y | -6.9% | +34.6% | -41.4% | -19.4% |
| All | -6.9% | +35.2% | -42.1% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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