-5.6%
ARES vs S
+30.9%
-36.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | +0.5% | +2.0% | -1.5% | 0.0% |
| 30D | +19.7% | -2.7% | +22.4% | +19.6% |
| 3M | -9.0% | -6.9% | -2.1% | -8.2% |
| 6M | +11.5% | +38.1% | -26.5% | -0.8% |
| YTD | -13.8% | +48.0% | -61.8% | -28.2% |
| 1Y | -5.6% | +34.5% | -40.0% | -21.2% |
| All | -5.6% | +30.9% | -36.5% | -21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling