+953.0%
ARES vs EL
+25.3%
+927.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -1.9% |
| 7D | -7.7% | -4.4% | -3.3% | -6.2% |
| 30D | -8.7% | +10.3% | -19.0% | -12.5% |
| 3M | +2.8% | +13.4% | -10.5% | -2.6% |
| 6M | +23.1% | +3.1% | +20.0% | +19.7% |
| YTD | -17.3% | -6.9% | -10.3% | -16.7% |
| 1Y | -24.3% | +11.9% | -36.2% | -29.5% |
| 3Y | +34.9% | -33.8% | +68.7% | +41.9% |
| 5Y | +93.5% | -69.0% | +162.4% | +189.9% |
| All | +953.0% | +25.3% | +927.7% | +987.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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