+953.0%
ARES vs INDA
+83.0%
+870.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.0% |
| 7D | -7.7% | -3.6% | -4.1% | -5.2% |
| 30D | -8.7% | -4.0% | -4.8% | -6.0% |
| 3M | +2.8% | +1.7% | +1.1% | +1.8% |
| 6M | +23.1% | -3.6% | +26.7% | +26.5% |
| YTD | -17.3% | -11.0% | -6.3% | -10.1% |
| 1Y | -24.3% | -9.5% | -14.8% | -18.8% |
| 3Y | +34.9% | +7.6% | +27.3% | +28.4% |
| 5Y | +93.5% | +4.8% | +88.7% | +89.0% |
| All | +953.0% | +83.0% | +870.1% | +671.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling