+893.9%
ARES vs FND
+61.4%
+832.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.4% | +1.0% | -2.0% |
| 7D | -0.3% | -5.1% | +4.8% | +1.3% |
| 30D | +15.3% | +9.2% | +6.1% | +12.0% |
| 3M | -5.4% | -17.7% | +12.3% | +0.2% |
| 6M | +10.0% | +2.5% | +7.5% | +7.4% |
| YTD | -14.7% | -19.8% | +5.1% | -10.7% |
| 1Y | -9.7% | -22.7% | +13.0% | -4.5% |
| 3Y | +35.8% | -38.3% | +74.1% | +46.9% |
| 5Y | +80.9% | -63.0% | +143.9% | +117.1% |
| All | +893.9% | +61.4% | +832.5% | +733.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling