+934.1%
ARES vs FND
+66.0%
+868.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.5% |
| 7D | -1.7% | -5.2% | +3.6% | -0.1% |
| 30D | +0.3% | -19.9% | +20.1% | +7.2% |
| 3M | +8.5% | +2.7% | +5.8% | +6.2% |
| 6M | +23.5% | -21.7% | +45.1% | +31.0% |
| YTD | -11.2% | -17.5% | +6.3% | -7.7% |
| 1Y | -19.3% | -39.3% | +20.0% | -8.1% |
| 3Y | +48.7% | -49.8% | +98.4% | +71.6% |
| 5Y | +106.5% | -60.1% | +166.6% | +142.6% |
| All | +934.1% | +66.0% | +868.1% | +761.6% |
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