+999.8%
ARES vs ROP
+132.1%
+867.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.7% | -2.2% |
| 7D | -2.7% | -6.1% | +3.4% | +1.5% |
| 30D | -2.4% | -3.4% | +1.0% | -0.3% |
| 3M | +3.9% | +16.7% | -12.8% | -7.4% |
| 6M | +26.4% | +8.1% | +18.3% | +18.2% |
| YTD | -14.9% | -11.7% | -3.2% | -8.9% |
| 1Y | -20.4% | -24.2% | +3.8% | -5.5% |
| 3Y | +38.8% | -19.0% | +57.7% | +56.2% |
| 5Y | +97.0% | -15.9% | +112.8% | +114.6% |
| 10Y | +999.8% | +135.7% | +864.1% | +646.5% |
| All | +999.8% | +132.1% | +867.6% | +646.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ROP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling