-6.9%
ARES vs FE
+6.1%
-12.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.2% | +6.1% |
| 7D | +10.5% | +1.7% | +8.8% | +11.0% |
| 30D | +16.8% | +8.1% | +8.7% | +19.9% |
| 3M | -3.2% | -1.3% | -1.9% | -4.7% |
| 6M | +16.4% | +2.9% | +13.5% | +17.3% |
| YTD | -12.4% | +8.6% | -21.0% | -12.0% |
| 1Y | -6.9% | +6.3% | -13.2% | -6.5% |
| All | -6.9% | +6.1% | -12.9% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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