+98.3%
ARES vs FRSH
-72.6%
+170.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -7.7% | -11.2% | +3.5% | -4.7% |
| 30D | -8.7% | -0.8% | -7.9% | -8.7% |
| 3M | +2.8% | +26.4% | -23.6% | -4.3% |
| 6M | +23.1% | +48.4% | -25.3% | +8.8% |
| YTD | -17.3% | -3.1% | -14.2% | -18.3% |
| 1Y | -24.3% | -8.7% | -15.6% | -24.1% |
| 3Y | +34.9% | -45.8% | +80.7% | +49.8% |
| All | +98.3% | -72.6% | +170.9% | +108.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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