+87.4%
ARES vs SPY
+71.5%
+15.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.4% | +1.8% | +0.6% |
| 7D | +5.0% | +0.1% | +4.9% | +4.7% |
| 30D | +19.1% | -3.3% | +22.4% | +25.0% |
| 3M | +3.1% | -2.4% | +5.5% | +6.8% |
| 6M | +12.9% | +2.6% | +10.3% | +8.8% |
| YTD | -10.7% | +11.2% | -21.9% | -23.3% |
| 1Y | -5.5% | +13.4% | -18.9% | -21.3% |
| 3Y | +45.0% | +79.9% | -34.9% | -37.9% |
| 5Y | +87.4% | +72.2% | +15.2% | -12.9% |
| All | +87.4% | +71.5% | +15.9% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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