+106.6%
ARES vs GPC
+30.9%
+75.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.4% |
| 7D | -1.7% | +1.2% | -2.9% | -2.2% |
| 30D | +0.3% | +6.0% | -5.7% | -2.1% |
| 3M | +8.5% | +42.6% | -34.1% | -7.1% |
| 6M | +23.5% | +22.8% | +0.7% | +12.5% |
| YTD | -11.2% | +15.5% | -26.7% | -17.9% |
| 1Y | -19.3% | +2.0% | -21.3% | -21.3% |
| 3Y | +48.7% | -1.4% | +50.1% | +41.4% |
| All | +106.6% | +30.9% | +75.7% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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