+95.5%
ARES vs MKTX
-60.5%
+156.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -6.1% | -0.2% | -5.8% | -6.0% |
| 30D | -7.5% | +0.7% | -8.3% | -7.7% |
| 3M | +0.1% | +40.8% | -40.7% | -7.4% |
| 6M | +30.3% | -8.0% | +38.3% | +32.1% |
| YTD | -16.6% | -8.7% | -7.9% | -15.5% |
| 1Y | -26.1% | -11.8% | -14.3% | -24.6% |
| 3Y | +36.4% | -24.0% | +60.5% | +36.6% |
| All | +95.5% | -60.5% | +156.0% | +133.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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