+82.7%
ARES vs GEN
+32.5%
+50.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +1.3% |
| 7D | +4.5% | +2.3% | +2.3% | +3.7% |
| 30D | +15.7% | +33.1% | -17.3% | +2.5% |
| 3M | -2.0% | +6.5% | -8.5% | -5.5% |
| 6M | +10.4% | +53.8% | -43.4% | -10.7% |
| YTD | -14.2% | +11.2% | -25.5% | -20.0% |
| 1Y | -7.8% | +19.4% | -27.1% | -16.5% |
| 3Y | +41.4% | +81.0% | -39.7% | +7.8% |
| All | +82.7% | +32.5% | +50.2% | +51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling