-6.9%
ARES vs GEN
+20.2%
-27.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.0% | +2.2% | +4.7% |
| 7D | +10.5% | +26.9% | -16.3% | +1.1% |
| 30D | +16.8% | +38.6% | -21.8% | +3.3% |
| 3M | -3.2% | +9.7% | -13.0% | -6.5% |
| 6M | +16.4% | +58.9% | -42.5% | -9.3% |
| YTD | -12.4% | +15.3% | -27.7% | -19.2% |
| 1Y | -6.9% | +21.8% | -28.6% | -15.8% |
| All | -6.9% | +20.2% | -27.0% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling