+198.6%
ARES vs PL
+46.3%
+152.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | +0.8% | +13.4% | -12.6% | -1.3% |
| 30D | +16.7% | -10.2% | +26.9% | +18.0% |
| 3M | -2.6% | -39.5% | +36.9% | +4.0% |
| 6M | +13.0% | -65.7% | +78.7% | +29.5% |
| YTD | -11.7% | -27.3% | +15.5% | -13.1% |
| 1Y | -6.7% | +15.0% | -21.7% | -16.2% |
| 3Y | +40.5% | +560.8% | -520.3% | -21.2% |
| 5Y | +88.2% | +38.4% | +49.8% | +28.9% |
| All | +198.6% | +46.3% | +152.3% | +106.3% |
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