+202.3%
ARES vs PL
+46.6%
+155.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +14.5% | -10.3% | +2.0% |
| 7D | +5.0% | +10.9% | -5.9% | +3.0% |
| 30D | +19.1% | -16.4% | +35.4% | +21.6% |
| 3M | +3.1% | -39.9% | +43.0% | +10.3% |
| 6M | +12.9% | -63.2% | +76.0% | +27.9% |
| YTD | -10.7% | -27.1% | +16.5% | -12.1% |
| 1Y | -5.5% | +12.2% | -17.7% | -14.9% |
| 3Y | +45.0% | +584.3% | -539.3% | -19.3% |
| 5Y | +87.4% | +37.0% | +50.4% | +28.4% |
| All | +202.3% | +46.6% | +155.7% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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