+83.3%
ARES vs PCOR
-22.6%
+105.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +4.9% | +23.7% | -18.8% | -3.6% |
| 30D | +13.6% | +39.0% | -25.4% | -0.2% |
| 3M | -3.3% | +35.8% | -39.1% | -14.8% |
| 6M | +11.0% | +38.2% | -27.2% | -4.1% |
| YTD | -14.4% | +3.9% | -18.3% | -18.6% |
| 1Y | -9.1% | +5.7% | -14.8% | -14.5% |
| 3Y | +37.1% | +44.8% | -7.7% | +10.3% |
| 5Y | +83.3% | -19.8% | +103.1% | +61.1% |
| All | +83.3% | -22.6% | +105.9% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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