+1,029.6%
ARES vs P
+712.4%
+317.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.5% |
| 7D | -0.3% | +7.8% | -8.2% | -2.4% |
| 30D | +1.3% | +12.3% | -11.0% | -2.5% |
| 3M | +10.4% | +37.1% | -26.7% | -0.1% |
| 6M | +29.0% | +66.1% | -37.1% | +8.9% |
| YTD | -12.2% | +50.9% | -63.1% | -24.3% |
| 1Y | -18.4% | +27.2% | -45.7% | -28.3% |
| 3Y | +43.2% | +158.7% | -115.5% | -4.2% |
| 5Y | +102.6% | +291.1% | -188.5% | +17.5% |
| 10Y | +1,029.6% | +715.0% | +314.6% | +411.0% |
| All | +1,029.6% | +712.4% | +317.3% | +411.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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