+159.0%
ARES vs S
-49.1%
+208.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +8.1% | +1.4% | +6.7% | +7.7% |
| 30D | +18.9% | -10.8% | +29.7% | +21.7% |
| 3M | +2.3% | +5.4% | -3.1% | -0.4% |
| 6M | +12.7% | +41.2% | -28.5% | +1.1% |
| YTD | -10.8% | +56.2% | -67.0% | -22.4% |
| 1Y | -5.3% | +36.3% | -41.6% | -15.2% |
| 3Y | +42.0% | +49.4% | -7.4% | +19.5% |
| 5Y | +88.3% | -66.9% | +155.2% | +94.2% |
| All | +159.0% | -49.1% | +208.1% | +155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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