+97.0%
ARES vs SSNC
+15.9%
+81.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.0% |
| 7D | -2.7% | -3.9% | +1.2% | +0.4% |
| 30D | -2.4% | -0.2% | -2.2% | -2.3% |
| 3M | +3.9% | +15.9% | -12.0% | -8.3% |
| 6M | +26.4% | +7.5% | +18.9% | +18.4% |
| YTD | -14.9% | -8.2% | -6.7% | -9.2% |
| 1Y | -20.4% | -9.3% | -11.1% | -14.3% |
| 3Y | +38.8% | +48.5% | -9.7% | -1.6% |
| 5Y | +97.0% | +16.0% | +81.0% | +80.8% |
| All | +97.0% | +15.9% | +81.1% | +80.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling