-5.3%
ARES vs EXPD
+39.4%
-44.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +8.1% | -7.4% | +15.5% | +10.1% |
| 30D | +18.9% | -2.1% | +21.0% | +19.2% |
| 3M | +2.3% | +5.7% | -3.4% | +0.5% |
| 6M | +12.7% | +21.4% | -8.6% | +7.1% |
| YTD | -10.8% | +27.6% | -38.4% | -16.4% |
| 1Y | -5.3% | +36.1% | -41.4% | -12.2% |
| All | -5.3% | +39.4% | -44.7% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling