+1,157.4%
ARES vs OMC
+101.5%
+1,055.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.8% | +1.6% | -0.8% | +0.1% |
| 30D | +16.7% | +15.3% | +1.4% | +9.6% |
| 3M | -2.6% | +4.5% | -7.1% | -4.6% |
| 6M | +13.0% | +20.8% | -7.8% | +3.1% |
| YTD | -11.7% | +13.5% | -25.2% | -17.9% |
| 1Y | -6.7% | +25.2% | -31.9% | -17.4% |
| 3Y | +40.5% | +30.5% | +10.0% | +19.7% |
| 5Y | +88.2% | +52.7% | +35.5% | +48.0% |
| 10Y | +1,131.0% | +55.2% | +1,075.7% | +784.7% |
| All | +1,157.4% | +101.5% | +1,055.8% | +752.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling