+97.0%
ARES vs GH
+24.4%
+72.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.3% |
| 7D | -2.7% | -0.2% | -2.5% | -2.7% |
| 30D | -2.4% | -2.6% | +0.3% | -2.0% |
| 3M | +3.9% | +25.1% | -21.2% | -1.8% |
| 6M | +26.4% | +78.5% | -52.1% | +10.0% |
| YTD | -14.9% | +59.4% | -74.3% | -24.2% |
| 1Y | -20.4% | +173.9% | -194.3% | -37.6% |
| 3Y | +38.8% | +382.7% | -344.0% | -9.8% |
| 5Y | +97.0% | +24.4% | +72.6% | +47.0% |
| All | +97.0% | +24.4% | +72.5% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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