+953.0%
ARES vs OMC
+35.0%
+918.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.3% | -3.4% |
| 7D | -7.7% | -6.2% | -1.5% | -5.0% |
| 30D | -8.7% | -7.6% | -1.2% | -5.5% |
| 3M | +2.8% | +7.4% | -4.6% | -1.0% |
| 6M | +23.1% | +0.1% | +22.9% | +22.2% |
| YTD | -17.3% | +0.4% | -17.7% | -18.8% |
| 1Y | -24.3% | +7.8% | -32.1% | -28.5% |
| 3Y | +34.9% | +11.8% | +23.1% | +22.7% |
| 5Y | +93.5% | +32.5% | +61.0% | +60.6% |
| All | +953.0% | +35.0% | +918.0% | +672.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 10y: compounded portfolio wealth divided by compounded OMC 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…
10y analysis · Full analysis span regression · 6 months rolling