+80.9%
ARES vs LII
+18.7%
+62.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.6% | -3.0% |
| 7D | -0.3% | -0.2% | -0.1% | -0.2% |
| 30D | +15.3% | -0.6% | +15.9% | +15.1% |
| 3M | -5.4% | -17.0% | +11.6% | +2.9% |
| 6M | +10.0% | -31.1% | +41.2% | +27.9% |
| YTD | -14.7% | -27.7% | +13.0% | -5.2% |
| 1Y | -9.7% | -26.2% | +16.5% | -1.0% |
| 3Y | +35.8% | -9.6% | +45.4% | +23.8% |
| 5Y | +80.9% | +15.7% | +65.2% | +23.1% |
| All | +80.9% | +18.7% | +62.2% | +23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling