+1,172.8%
ARES vs GEN
+304.8%
+868.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.1% | +4.2% |
| 7D | +5.0% | -0.3% | +5.3% | +5.1% |
| 30D | +19.1% | +28.2% | -9.1% | +10.0% |
| 3M | +3.1% | +2.6% | +0.5% | +1.4% |
| 6M | +12.9% | +32.7% | -19.8% | +1.9% |
| YTD | -10.7% | +11.3% | -21.9% | -15.0% |
| 1Y | -5.5% | +17.9% | -23.5% | -11.8% |
| 3Y | +45.0% | +66.3% | -21.3% | +22.7% |
| 5Y | +87.4% | +31.7% | +55.7% | +65.9% |
| 10Y | +1,267.4% | +150.0% | +1,117.4% | +883.2% |
| All | +1,172.8% | +304.8% | +868.0% | +756.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling