-4.3%
ARES vs IRE
-97.5%
+93.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +12.1% | -13.2% | -1.5% |
| 7D | +0.8% | -15.1% | +15.9% | +0.8% |
| 30D | +16.7% | -71.4% | +88.1% | +21.1% |
| 3M | -2.6% | -81.2% | +78.5% | +2.2% |
| 6M | +13.0% | -93.7% | +106.7% | +22.4% |
| YTD | -11.7% | -92.2% | +80.5% | -9.5% |
| 1Y | -6.7% | -97.3% | +90.6% | -0.9% |
| All | -4.3% | -97.5% | +93.1% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 3y: compounded portfolio wealth divided by compounded IRE 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…
3y analysis · Full analysis span regression · 6 months rolling