-6.7%
ARES vs IT
-15.3%
+8.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.2% | -1.6% |
| 7D | +0.8% | -6.8% | +7.6% | +2.5% |
| 30D | +16.7% | -0.6% | +17.3% | +16.8% |
| 3M | -2.6% | +3.1% | -5.7% | -3.8% |
| 6M | +13.0% | +25.5% | -12.5% | +5.2% |
| YTD | -11.7% | -23.5% | +11.8% | -8.7% |
| 1Y | -6.7% | -16.6% | +10.0% | -5.3% |
| All | -6.7% | -15.3% | +8.6% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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