+95.5%
ARES vs GPN
-44.7%
+140.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -6.1% | -4.6% | -1.5% | -3.9% |
| 30D | -7.5% | -0.3% | -7.3% | -7.5% |
| 3M | +0.1% | +35.4% | -35.3% | -14.7% |
| 6M | +30.3% | +21.7% | +8.6% | +16.6% |
| YTD | -16.6% | +14.9% | -31.5% | -23.7% |
| 1Y | -26.1% | +3.2% | -29.3% | -29.0% |
| 3Y | +36.4% | -27.1% | +63.6% | +52.3% |
| All | +95.5% | -44.7% | +140.2% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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