+80.9%
ARES vs GH
+47.1%
+33.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | -0.3% | +0.9% | -1.3% | -0.5% |
| 30D | +15.3% | -4.5% | +19.7% | +16.0% |
| 3M | -5.4% | -6.2% | +0.8% | -4.9% |
| 6M | +10.0% | +55.0% | -44.9% | -1.8% |
| YTD | -14.7% | +51.6% | -66.3% | -23.8% |
| 1Y | -9.7% | +58.3% | -68.0% | -20.2% |
| 3Y | +35.8% | +617.6% | -581.8% | -20.9% |
| 5Y | +80.9% | +49.2% | +31.7% | +32.1% |
| All | +80.9% | +47.1% | +33.8% | +32.1% |
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