+41.1%
ARES vs PL
+403.1%
-362.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -10.1% | +7.8% | -1.2% |
| 7D | +4.9% | -20.5% | +25.4% | +7.5% |
| 30D | +13.6% | -38.8% | +52.3% | +19.7% |
| 3M | -3.3% | -49.1% | +45.8% | +3.9% |
| 6M | +11.0% | -69.4% | +80.4% | +24.8% |
| YTD | -14.4% | -42.3% | +27.9% | -13.1% |
| 1Y | -9.1% | -14.2% | +5.1% | -13.4% |
| All | +41.1% | +403.1% | -362.0% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling