+97.0%
ARES vs FND
-61.3%
+158.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.8% |
| 7D | -2.7% | -0.8% | -1.9% | -2.4% |
| 30D | -2.4% | -19.6% | +17.2% | +5.4% |
| 3M | +3.9% | -4.3% | +8.3% | +4.0% |
| 6M | +26.4% | -20.4% | +46.8% | +34.4% |
| YTD | -14.9% | -21.9% | +7.0% | -9.3% |
| 1Y | -20.4% | -45.2% | +24.8% | -3.6% |
| 3Y | +38.8% | -49.2% | +88.0% | +60.9% |
| 5Y | +97.0% | -61.8% | +158.8% | +135.0% |
| All | +97.0% | -61.3% | +158.2% | +135.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling