-24.3%
ARES vs QS
-39.8%
+15.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.7% |
| 7D | -7.7% | -5.0% | -2.7% | -7.0% |
| 30D | -8.7% | -18.3% | +9.6% | -5.9% |
| 3M | +2.8% | -26.0% | +28.8% | +6.9% |
| 6M | +23.1% | -24.0% | +47.1% | +26.6% |
| YTD | -17.3% | -50.3% | +33.0% | -10.7% |
| 1Y | -24.3% | -38.0% | +13.7% | -23.0% |
| All | -24.3% | -39.8% | +15.5% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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