+1,112.5%
ARES vs PPG
+39.3%
+1,073.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.7% | -1.8% |
| 7D | -2.7% | -3.7% | +1.1% | -0.7% |
| 30D | -2.4% | -7.2% | +4.8% | +1.5% |
| 3M | +3.9% | -7.3% | +11.2% | +7.8% |
| 6M | +26.4% | +0.3% | +26.1% | +24.9% |
| YTD | -14.9% | +6.5% | -21.4% | -18.9% |
| 1Y | -20.4% | +0.5% | -20.9% | -22.0% |
| 3Y | +38.8% | -15.3% | +54.1% | +46.7% |
| 5Y | +97.0% | -22.9% | +119.9% | +114.8% |
| 10Y | +999.8% | +28.4% | +971.4% | +799.3% |
| All | +1,112.5% | +39.3% | +1,073.2% | +922.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 all: compounded portfolio wealth divided by compounded PPG 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…
all analysis · Full analysis span regression · 6 months rolling