+102.6%
ARES vs EXR
-10.8%
+113.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -0.3% | -0.7% | +0.3% | 0.0% |
| 30D | +1.3% | -6.9% | +8.2% | +4.4% |
| 3M | +10.4% | -3.0% | +13.3% | +11.6% |
| 6M | +29.0% | -2.9% | +32.0% | +30.4% |
| YTD | -12.2% | +9.3% | -21.5% | -15.7% |
| 1Y | -18.4% | -0.9% | -17.5% | -18.7% |
| 3Y | +43.2% | +24.7% | +18.5% | +22.9% |
| 5Y | +102.6% | -11.7% | +114.3% | +105.7% |
| All | +102.6% | -10.8% | +113.4% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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