+191.5%
ARES vs PL
+40.9%
+150.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +0.5% | +10.0% | -9.6% | -1.0% |
| 30D | +19.7% | -2.3% | +21.9% | +19.4% |
| 3M | -9.0% | -44.2% | +35.2% | -1.5% |
| 6M | +11.5% | -66.1% | +77.6% | +28.1% |
| YTD | -13.8% | -30.0% | +16.1% | -14.7% |
| 1Y | -5.6% | +21.0% | -26.6% | -16.1% |
| 3Y | +36.1% | +516.5% | -480.4% | -22.6% |
| 5Y | +82.7% | +32.0% | +50.7% | +25.8% |
| All | +191.5% | +40.9% | +150.6% | +102.5% |
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