-6.9%
ARES vs FN
-25.7%
+18.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.0% | +12.1% | +6.4% |
| 7D | +10.5% | -7.0% | +17.5% | +11.0% |
| 30D | +16.8% | -24.7% | +41.6% | +19.2% |
| 3M | -3.2% | -35.7% | +32.4% | -0.5% |
| 6M | +16.4% | -52.4% | +68.8% | +22.5% |
| YTD | -12.4% | -25.0% | +12.6% | -13.4% |
| 1Y | -6.9% | -25.7% | +18.8% | -7.8% |
| All | -6.9% | -25.7% | +18.9% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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