-9.1%
ARES vs MAS
+37.4%
-46.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.2% | -0.9% |
| 7D | +4.9% | +4.6% | +0.4% | +3.2% |
| 30D | +13.6% | +19.9% | -6.3% | +6.5% |
| 3M | -3.3% | +8.9% | -12.2% | -6.6% |
| 6M | +11.0% | +20.2% | -9.1% | +3.2% |
| YTD | -14.4% | +33.9% | -48.3% | -24.2% |
| 1Y | -9.1% | +34.7% | -43.8% | -19.5% |
| All | -9.1% | +37.4% | -46.5% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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