+82.7%
ARES vs EXPD
+55.6%
+27.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.4% | +1.3% |
| 7D | +4.5% | -7.2% | +11.7% | +8.3% |
| 30D | +15.7% | -3.3% | +19.0% | +17.3% |
| 3M | -2.0% | +3.4% | -5.4% | -4.2% |
| 6M | +10.4% | +22.7% | -12.3% | -1.3% |
| YTD | -14.2% | +24.5% | -38.8% | -25.2% |
| 1Y | -7.8% | +38.6% | -46.4% | -24.5% |
| 3Y | +41.4% | +71.5% | -30.1% | -1.3% |
| All | +82.7% | +55.6% | +27.1% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling