-6.9%
ARES vs GRMN
+40.7%
-47.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.5% | -0.4% | +4.0% |
| 7D | +10.5% | +6.1% | +4.4% | +8.4% |
| 30D | +16.8% | +1.3% | +15.6% | +16.1% |
| 3M | -3.2% | -5.6% | +2.3% | -1.7% |
| 6M | +16.4% | +22.2% | -5.8% | +7.0% |
| YTD | -12.4% | +44.3% | -56.7% | -30.1% |
| 1Y | -6.9% | +43.1% | -49.9% | -24.9% |
| All | -6.9% | +40.7% | -47.5% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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