-6.9%
ARES vs SPXU
-30.4%
+23.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.9% | +11.0% | +3.5% |
| 7D | +10.5% | +2.2% | +8.4% | +12.0% |
| 30D | +16.8% | +3.8% | +13.1% | +19.6% |
| 3M | -3.2% | +3.3% | -6.5% | -0.6% |
| 6M | +16.4% | -16.7% | +33.1% | +8.4% |
| YTD | -12.4% | -28.6% | +16.2% | -20.0% |
| 1Y | -6.9% | -30.6% | +23.7% | -15.2% |
| All | -6.9% | -30.4% | +23.5% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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