+1,101.7%
ARES vs GEN
+152.9%
+948.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +0.2% |
| 7D | +0.5% | +2.0% | -1.6% | -0.2% |
| 30D | +19.7% | +27.7% | -8.1% | +10.4% |
| 3M | -9.0% | +3.3% | -12.2% | -10.7% |
| 6M | +11.5% | +31.8% | -20.3% | +0.8% |
| YTD | -13.8% | +13.5% | -27.3% | -18.7% |
| 1Y | -5.6% | +16.0% | -21.6% | -11.6% |
| 3Y | +36.1% | +70.6% | -34.5% | +13.9% |
| 5Y | +82.7% | +32.1% | +50.6% | +60.7% |
| All | +1,101.7% | +152.9% | +948.8% | +782.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling