-6.9%
ARES vs MOS
-16.2%
+9.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +17.4% | -11.2% | +5.3% |
| 7D | +10.5% | +17.9% | -7.4% | +9.7% |
| 30D | +16.8% | +1.6% | +15.3% | +16.0% |
| 3M | -3.2% | -4.0% | +0.8% | -3.8% |
| 6M | +16.4% | -4.1% | +20.5% | +15.3% |
| YTD | -12.4% | -7.8% | -4.6% | -14.6% |
| 1Y | -6.9% | -15.6% | +8.7% | -6.9% |
| All | -6.9% | -16.2% | +9.3% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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