+961.2%
ARES vs RUN
+42.2%
+919.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.9% |
| 7D | -6.1% | -3.7% | -2.4% | -5.6% |
| 30D | -7.5% | -13.0% | +5.5% | -5.8% |
| 3M | +0.1% | -31.8% | +31.9% | +5.0% |
| 6M | +30.3% | -32.2% | +62.5% | +35.9% |
| YTD | -16.6% | -53.5% | +36.9% | -9.6% |
| 1Y | -26.1% | -46.5% | +20.4% | -22.3% |
| 3Y | +36.4% | -37.6% | +74.0% | +15.5% |
| 5Y | +95.0% | -80.9% | +175.8% | +89.3% |
| All | +961.2% | +42.2% | +919.0% | +539.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling