+1,164.6%
ARES vs INDA
+115.9%
+1,048.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -1.7% | +0.7% | -2.4% | -2.1% |
| 30D | +0.3% | -0.8% | +1.1% | +0.8% |
| 3M | +8.5% | +3.9% | +4.5% | +6.1% |
| 6M | +23.5% | -0.7% | +24.2% | +24.2% |
| YTD | -11.2% | -7.7% | -3.6% | -6.7% |
| 1Y | -19.3% | -5.1% | -14.2% | -16.7% |
| 3Y | +48.7% | +13.6% | +35.0% | +38.1% |
| 5Y | +106.5% | +7.8% | +98.7% | +99.3% |
| 10Y | +1,055.3% | +84.6% | +970.7% | +735.7% |
| All | +1,164.6% | +115.9% | +1,048.8% | +825.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling