+95.5%
ARES vs SNY
+9.4%
+86.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -6.1% | -3.3% | -2.7% | -5.4% |
| 30D | -7.5% | -2.2% | -5.4% | -7.1% |
| 3M | +0.1% | -3.0% | +3.1% | +0.7% |
| 6M | +30.3% | +2.7% | +27.5% | +29.6% |
| YTD | -16.6% | -6.8% | -9.8% | -15.5% |
| 1Y | -26.1% | -5.3% | -20.8% | -25.6% |
| 3Y | +36.4% | -9.8% | +46.2% | +36.4% |
| All | +95.5% | +9.4% | +86.0% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 5y: compounded portfolio wealth divided by compounded SNY 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…
5y analysis · Full analysis span regression · 6 months rolling