+1,164.6%
ARES vs EXR
+320.9%
+843.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.3% | -0.5% |
| 7D | -1.7% | -2.6% | +0.9% | -0.7% |
| 30D | +0.3% | -7.2% | +7.5% | +3.0% |
| 3M | +8.5% | -3.5% | +12.0% | +9.8% |
| 6M | +23.5% | -5.3% | +28.8% | +25.7% |
| YTD | -11.2% | +9.4% | -20.6% | -14.3% |
| 1Y | -19.3% | +1.3% | -20.6% | -20.1% |
| 3Y | +48.7% | +22.4% | +26.2% | +33.7% |
| 5Y | +106.5% | -12.2% | +118.8% | +108.4% |
| 10Y | +1,055.3% | +148.6% | +906.8% | +805.3% |
| All | +1,164.6% | +320.9% | +843.7% | +911.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling