+95.5%
ARES vs EQX
+83.7%
+11.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.9% | +0.6% |
| 7D | -6.1% | -3.2% | -2.9% | -5.7% |
| 30D | -7.5% | +7.8% | -15.3% | -8.4% |
| 3M | +0.1% | +21.3% | -21.2% | -2.4% |
| 6M | +30.3% | -22.4% | +52.7% | +32.5% |
| YTD | -16.6% | -11.3% | -5.3% | -16.9% |
| 1Y | -26.1% | +13.5% | -39.6% | -28.7% |
| 3Y | +36.4% | +162.1% | -125.7% | +15.5% |
| All | +95.5% | +83.7% | +11.8% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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