+999.8%
ARES vs FDS
+72.8%
+926.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -1.3% |
| 7D | -2.7% | -8.8% | +6.1% | +1.9% |
| 30D | -2.4% | -1.4% | -1.0% | -1.9% |
| 3M | +3.9% | +13.9% | -10.0% | -4.6% |
| 6M | +26.4% | +27.4% | -1.0% | +6.8% |
| YTD | -14.9% | -2.5% | -12.4% | -16.7% |
| 1Y | -20.4% | -23.8% | +3.4% | -11.2% |
| 3Y | +38.8% | -32.5% | +71.3% | +63.5% |
| 5Y | +97.0% | -23.2% | +120.2% | +115.4% |
| 10Y | +999.8% | +76.4% | +923.4% | +701.9% |
| All | +999.8% | +72.8% | +926.9% | +701.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 10y: compounded portfolio wealth divided by compounded FDS 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…
10y analysis · Full analysis span regression · 6 months rolling