-5.3%
ARES vs GEN
+18.5%
-23.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | +8.1% | +1.0% | +7.1% | +7.8% |
| 30D | +18.9% | +29.1% | -10.1% | +8.0% |
| 3M | +2.3% | +2.9% | -0.6% | +1.6% |
| 6M | +12.7% | +33.6% | -20.9% | -2.4% |
| YTD | -10.8% | +12.0% | -22.8% | -16.7% |
| 1Y | -5.3% | +16.2% | -21.5% | -13.2% |
| All | -5.3% | +18.5% | -23.8% | -13.2% |
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 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