-6.9%
ARES vs PEG
-6.2%
-0.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.6% | +6.1% |
| 7D | +10.5% | +1.0% | +9.5% | +10.5% |
| 30D | +16.8% | +6.6% | +10.2% | +16.8% |
| 3M | -3.2% | -3.1% | -0.1% | -4.0% |
| 6M | +16.4% | -7.4% | +23.8% | +14.6% |
| YTD | -12.4% | -6.4% | -6.0% | -14.8% |
| 1Y | -6.9% | -7.4% | +0.6% | -9.7% |
| All | -6.9% | -6.2% | -0.7% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling