-7.8%
ARES vs PL
-3.5%
-4.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.4% | -10.2% | -0.4% |
| 7D | +4.5% | -6.8% | +11.4% | +4.9% |
| 30D | +15.7% | -29.3% | +45.0% | +18.2% |
| 3M | -2.0% | -44.8% | +42.8% | +1.5% |
| 6M | +10.4% | -68.4% | +78.8% | +17.9% |
| YTD | -14.2% | -36.4% | +22.1% | -13.2% |
| 1Y | -7.8% | +0.7% | -8.5% | -7.4% |
| All | -7.8% | -3.5% | -4.2% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling