+1,148.2%
ARES vs LII
+166.2%
+982.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +8.1% | +0.4% | +7.7% | +8.0% |
| 30D | +18.9% | -2.4% | +21.3% | +19.8% |
| 3M | +2.3% | -17.5% | +19.8% | +11.0% |
| 6M | +12.7% | -32.8% | +45.6% | +31.4% |
| YTD | -10.8% | -27.7% | +16.9% | -1.0% |
| 1Y | -5.3% | -28.1% | +22.7% | +5.1% |
| 3Y | +42.0% | -9.7% | +51.7% | +37.0% |
| 5Y | +88.3% | +19.5% | +68.8% | +51.9% |
| 10Y | +1,148.2% | +170.6% | +977.6% | +742.2% |
| All | +1,148.2% | +166.2% | +982.0% | +742.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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