+80.9%
ARES vs PL
+33.5%
+47.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.3% | -2.9% |
| 7D | -0.3% | +22.3% | -22.6% | -3.4% |
| 30D | +15.3% | -8.3% | +23.6% | +16.2% |
| 3M | -5.4% | -43.3% | +37.9% | +2.1% |
| 6M | +10.0% | -65.8% | +75.9% | +26.2% |
| YTD | -14.7% | -29.5% | +14.8% | -15.7% |
| 1Y | -9.7% | +11.7% | -21.4% | -18.6% |
| 3Y | +35.8% | +540.6% | -504.7% | -23.5% |
| 5Y | +80.9% | +32.9% | +48.0% | +21.2% |
| All | +80.9% | +33.5% | +47.4% | +21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling