-6.9%
ARES vs GNRC
+17.5%
-24.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -9.5% | +15.7% | +7.4% |
| 7D | +10.5% | -6.0% | +16.5% | +11.1% |
| 30D | +16.8% | -12.0% | +28.9% | +18.5% |
| 3M | -3.2% | -13.4% | +10.2% | -1.8% |
| 6M | +16.4% | -26.4% | +42.8% | +20.0% |
| YTD | -12.4% | +38.8% | -51.2% | -24.6% |
| 1Y | -6.9% | +20.9% | -27.8% | -17.2% |
| All | -6.9% | +17.5% | -24.4% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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