+1,101.7%
ARES vs CP
+257.3%
+844.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.3% |
| 7D | +0.5% | +2.1% | -1.7% | -0.9% |
| 30D | +19.7% | +9.3% | +10.3% | +13.2% |
| 3M | -9.0% | +0.5% | -9.4% | -9.2% |
| 6M | +11.5% | +10.4% | +1.1% | +4.8% |
| YTD | -13.8% | +28.7% | -42.5% | -27.0% |
| 1Y | -5.6% | +33.2% | -38.8% | -21.8% |
| 3Y | +36.1% | +38.4% | -2.3% | +7.4% |
| 5Y | +82.7% | +26.2% | +56.5% | +50.8% |
| All | +1,101.7% | +257.3% | +844.3% | +396.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling