+41.4%
ARES vs RACE
+28.1%
+13.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.7% |
| 7D | +4.5% | +5.1% | -0.5% | +2.8% |
| 30D | +15.7% | +7.7% | +8.1% | +12.9% |
| 3M | -2.0% | +2.2% | -4.2% | -2.7% |
| 6M | +10.4% | +23.8% | -13.3% | +2.8% |
| YTD | -14.2% | +13.9% | -28.1% | -18.4% |
| 1Y | -7.8% | +3.8% | -11.5% | -9.9% |
| 3Y | +41.4% | +28.0% | +13.3% | +25.9% |
| All | +41.4% | +28.1% | +13.3% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling