+1,089.9%
ARES vs FTI
+183.5%
+906.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.2% |
| 7D | -0.3% | +5.4% | -5.7% | -1.6% |
| 30D | +15.3% | -8.2% | +23.5% | +17.2% |
| 3M | -5.4% | -13.7% | +8.3% | -2.5% |
| 6M | +10.0% | -11.2% | +21.2% | +12.1% |
| YTD | -14.7% | +46.0% | -60.7% | -23.4% |
| 1Y | -9.7% | +51.8% | -61.5% | -19.7% |
| 3Y | +35.8% | +206.7% | -170.9% | +1.6% |
| 5Y | +80.9% | +862.0% | -781.1% | +2.5% |
| All | +1,089.9% | +183.5% | +906.4% | +634.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 10y: compounded portfolio wealth divided by compounded FTI 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…
10y analysis · Full analysis span regression · 6 months rolling