-7.1%
ARES vs IRE
-97.2%
+90.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +39.6% | -39.4% | -1.2% |
| 7D | +4.5% | -27.2% | +31.7% | +4.9% |
| 30D | +15.7% | -75.1% | +90.9% | +21.0% |
| 3M | -2.0% | -77.9% | +75.9% | +2.2% |
| 6M | +10.4% | -94.6% | +105.0% | +20.6% |
| YTD | -14.2% | -91.5% | +77.3% | -12.3% |
| 1Y | -7.8% | -97.8% | +90.1% | -0.7% |
| All | -7.1% | -97.2% | +90.2% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling