+93.5%
ARES vs CPAY
+53.2%
+40.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -3.1% |
| 7D | -7.7% | -2.7% | -5.0% | -6.3% |
| 30D | -8.7% | +0.6% | -9.3% | -9.1% |
| 3M | +2.8% | +17.0% | -14.2% | -6.4% |
| 6M | +23.1% | +24.1% | -1.1% | +7.4% |
| YTD | -17.3% | +35.7% | -53.0% | -32.8% |
| 1Y | -24.3% | +34.0% | -58.3% | -38.4% |
| 3Y | +34.9% | +50.3% | -15.3% | +0.3% |
| 5Y | +93.5% | +56.7% | +36.8% | +29.3% |
| All | +93.5% | +53.2% | +40.3% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling