+35.4%
ARES vs CPAY
+49.2%
-13.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -3.1% |
| 7D | -7.7% | -2.7% | -5.0% | -6.4% |
| 30D | -8.7% | +0.6% | -9.3% | -9.0% |
| 3M | +2.8% | +17.0% | -14.2% | -5.2% |
| 6M | +23.1% | +24.1% | -1.1% | +9.7% |
| YTD | -17.3% | +35.7% | -53.0% | -30.7% |
| 1Y | -24.3% | +34.0% | -58.3% | -36.3% |
| All | +35.4% | +49.2% | -13.8% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling