+147.6%
ARES vs S
-51.5%
+199.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.3% | +2.9% | -1.8% |
| 7D | -0.3% | +4.1% | -4.4% | -1.3% |
| 30D | +15.3% | -7.2% | +22.4% | +16.8% |
| 3M | -5.4% | 0.0% | -5.3% | -6.7% |
| 6M | +10.0% | +41.6% | -31.6% | -1.4% |
| YTD | -14.7% | +48.6% | -63.3% | -24.9% |
| 1Y | -9.7% | +30.0% | -39.7% | -18.2% |
| 3Y | +35.8% | +42.2% | -6.3% | +15.6% |
| 5Y | +80.9% | -70.8% | +151.7% | +90.5% |
| All | +147.6% | -51.5% | +199.2% | +146.9% |
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