+1,115.4%
ARES vs LNT
+272.0%
+843.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.6% | -3.1% |
| 7D | -0.3% | -0.5% | +0.2% | -0.1% |
| 30D | +15.3% | +9.9% | +5.4% | +11.5% |
| 3M | -5.4% | +4.8% | -10.2% | -6.9% |
| 6M | +10.0% | +2.2% | +7.9% | +8.9% |
| YTD | -14.7% | +15.9% | -30.6% | -19.9% |
| 1Y | -9.7% | +10.6% | -20.2% | -13.7% |
| 3Y | +35.8% | +66.1% | -30.3% | +9.3% |
| 5Y | +80.9% | +55.6% | +25.3% | +48.4% |
| 10Y | +1,089.9% | +182.8% | +907.1% | +814.7% |
| All | +1,115.4% | +272.0% | +843.5% | +815.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 all: compounded portfolio wealth divided by compounded LNT 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…
all analysis · Full analysis span regression · 6 months rolling