-5.3%
ARES vs S
+37.8%
-43.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +21.5% |
| 3M | +2.3% | +5.4% | -3.1% | -0.3% |
| 6M | +12.7% | +41.2% | -28.5% | -0.2% |
| YTD | -10.8% | +56.2% | -67.0% | -26.6% |
| 1Y | -5.3% | +36.3% | -41.6% | -21.5% |
| All | -5.3% | +37.8% | -43.1% | -21.5% |
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