+1,148.2%
ARES vs GEN
+151.0%
+997.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +8.1% | +1.0% | +7.1% | +7.8% |
| 30D | +18.9% | +29.1% | -10.1% | +9.4% |
| 3M | +2.3% | +2.9% | -0.6% | +0.6% |
| 6M | +12.7% | +33.6% | -20.9% | +1.3% |
| YTD | -10.8% | +12.0% | -22.8% | -15.5% |
| 1Y | -5.3% | +16.2% | -21.5% | -11.3% |
| 3Y | +42.0% | +65.1% | -23.0% | +20.0% |
| 5Y | +88.3% | +33.3% | +55.0% | +65.5% |
| 10Y | +1,148.2% | +149.7% | +998.6% | +826.2% |
| All | +1,148.2% | +151.0% | +997.3% | +826.2% |
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