+961.2%
ARES vs CPAY
+155.2%
+806.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -6.1% | -2.0% | -4.1% | -5.1% |
| 30D | -7.5% | -0.4% | -7.2% | -7.4% |
| 3M | +0.1% | +16.4% | -16.2% | -7.7% |
| 6M | +30.3% | +23.5% | +6.7% | +15.7% |
| YTD | -16.6% | +35.7% | -52.3% | -30.5% |
| 1Y | -26.1% | +30.2% | -56.3% | -37.3% |
| 3Y | +36.4% | +49.7% | -13.3% | +6.5% |
| 5Y | +95.0% | +56.6% | +38.4% | +46.2% |
| All | +961.2% | +155.2% | +806.0% | +609.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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