-3.7%
ARES vs Q
+77.9%
-81.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.9% | -2.7% | +3.0% |
| 7D | +5.0% | +8.4% | -3.4% | +3.5% |
| 30D | +19.1% | -1.2% | +20.3% | +19.1% |
| 3M | +3.1% | -9.3% | +12.4% | +4.6% |
| 6M | +12.9% | -15.0% | +27.8% | +14.5% |
| YTD | -10.7% | +53.5% | -64.1% | -23.6% |
| 1Y | -5.5% | +35.9% | -41.4% | -17.0% |
| All | -3.7% | +77.9% | -81.6% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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