-6.7%
ARES vs FN
-19.6%
+12.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.9% | -7.0% | -1.4% |
| 7D | +0.8% | +8.0% | -7.3% | +0.2% |
| 30D | +16.7% | -19.1% | +35.9% | +18.6% |
| 3M | -2.6% | -29.8% | +27.2% | -0.4% |
| 6M | +13.0% | -43.2% | +56.1% | +17.1% |
| YTD | -11.7% | -18.9% | +7.2% | -13.5% |
| 1Y | -6.7% | -17.9% | +11.2% | -9.2% |
| All | -6.7% | -19.6% | +12.9% | -9.2% |
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