+41.4%
ARES vs P
+175.5%
-134.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -0.5% |
| 7D | +4.5% | -23.8% | +28.4% | +9.6% |
| 30D | +15.7% | -36.6% | +52.4% | +25.6% |
| 3M | -2.0% | +10.9% | -12.9% | -6.9% |
| 6M | +10.4% | +30.0% | -19.6% | -0.6% |
| YTD | -14.2% | +44.4% | -58.6% | -25.3% |
| 1Y | -7.8% | +3.9% | -11.7% | -14.8% |
| 3Y | +41.4% | +176.6% | -135.2% | -1.3% |
| All | +41.4% | +175.5% | -134.1% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling