-5.6%
ARES vs RACE
-1.0%
-4.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.4% |
| 7D | +0.5% | -1.2% | +1.7% | +1.0% |
| 30D | +19.7% | +6.1% | +13.5% | +17.0% |
| 3M | -9.0% | -0.3% | -8.7% | -8.9% |
| 6M | +11.5% | +23.4% | -11.9% | +3.5% |
| YTD | -13.8% | +12.5% | -26.4% | -19.1% |
| 1Y | -5.6% | -0.5% | -5.1% | -10.5% |
| All | -5.6% | -1.0% | -4.6% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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