+999.8%
ARES vs GEN
+150.6%
+849.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -2.7% | -2.9% | +0.2% | -1.8% |
| 30D | -2.4% | +2.1% | -4.4% | -3.1% |
| 3M | +3.9% | +19.7% | -15.8% | -2.1% |
| 6M | +26.4% | +33.3% | -6.9% | +14.2% |
| YTD | -14.9% | +11.1% | -26.0% | -18.5% |
| 1Y | -20.4% | +3.0% | -23.4% | -22.0% |
| 3Y | +38.8% | +57.9% | -19.1% | +19.6% |
| 5Y | +97.0% | +20.6% | +76.4% | +78.7% |
| 10Y | +999.8% | +153.2% | +846.5% | +720.1% |
| All | +999.8% | +150.6% | +849.2% | +720.1% |
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