+961.2%
ARES vs SSNC
+173.6%
+787.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.3% |
| 7D | -6.1% | -4.0% | -2.0% | -3.8% |
| 30D | -7.5% | +0.5% | -8.0% | -7.8% |
| 3M | +0.1% | +18.9% | -18.8% | -10.1% |
| 6M | +30.3% | +10.8% | +19.4% | +21.8% |
| YTD | -16.6% | -7.1% | -9.5% | -13.4% |
| 1Y | -26.1% | -9.6% | -16.5% | -22.0% |
| 3Y | +36.4% | +51.1% | -14.6% | +7.6% |
| 5Y | +95.0% | +19.7% | +75.3% | +75.0% |
| All | +961.2% | +173.6% | +787.6% | +709.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 10y: compounded portfolio wealth divided by compounded SSNC 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…
10y analysis · Full analysis span regression · 6 months rolling