+1,101.7%
ARES vs P
+652.0%
+449.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.5% |
| 7D | +0.5% | +11.6% | -11.1% | -2.4% |
| 30D | +19.7% | -23.7% | +43.3% | +26.3% |
| 3M | -9.0% | -8.0% | -1.0% | -9.5% |
| 6M | +11.5% | +27.9% | -16.4% | -0.4% |
| YTD | -13.8% | +61.2% | -75.0% | -28.7% |
| 1Y | -5.6% | +28.6% | -34.2% | -18.7% |
| 3Y | +36.1% | +200.5% | -164.4% | -14.6% |
| 5Y | +82.7% | +282.9% | -200.3% | +4.1% |
| All | +1,101.7% | +652.0% | +449.7% | +434.3% |
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