+110.5%
ARES vs FRSH
-72.0%
+182.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.9% | +3.9% | +0.3% |
| 7D | -0.3% | -10.1% | +9.8% | +2.6% |
| 30D | +1.3% | +2.2% | -0.9% | +0.5% |
| 3M | +10.4% | +28.6% | -18.2% | +2.2% |
| 6M | +29.0% | +40.2% | -11.2% | +15.8% |
| YTD | -12.2% | -1.2% | -11.0% | -13.8% |
| 1Y | -18.4% | -7.9% | -10.5% | -18.5% |
| 3Y | +43.2% | -44.7% | +87.9% | +58.1% |
| All | +110.5% | -72.0% | +182.5% | +119.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling