-6.9%
ARES vs SPG
+34.3%
-41.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.9% | +3.3% | +4.5% |
| 7D | +10.5% | +8.2% | +2.4% | +6.1% |
| 30D | +16.8% | +13.5% | +3.4% | +9.6% |
| 3M | -3.2% | +2.2% | -5.5% | -5.1% |
| 6M | +16.4% | +15.9% | +0.6% | +6.3% |
| YTD | -12.4% | +27.6% | -40.0% | -25.3% |
| 1Y | -6.9% | +30.9% | -37.8% | -22.1% |
| All | -6.9% | +34.3% | -41.1% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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