+80.9%
ARES vs P
+286.6%
-205.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.4% | -6.7% | -4.2% |
| 7D | -0.3% | +17.8% | -18.2% | -4.4% |
| 30D | +15.3% | -29.9% | +45.1% | +24.3% |
| 3M | -5.4% | -1.2% | -4.2% | -7.8% |
| 6M | +10.0% | +32.1% | -22.1% | -2.8% |
| YTD | -14.7% | +64.3% | -79.0% | -30.2% |
| 1Y | -9.7% | +24.3% | -34.0% | -21.8% |
| 3Y | +35.8% | +203.2% | -167.4% | -21.1% |
| 5Y | +80.9% | +290.4% | -209.5% | -6.0% |
| All | +80.9% | +286.6% | -205.7% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling