+1,127.5%
ARES vs SSNC
+367.2%
+760.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +0.5% | +2.3% | -1.8% | -0.7% |
| 30D | +19.7% | -3.1% | +22.8% | +21.5% |
| 3M | -9.0% | -2.7% | -6.2% | -7.9% |
| 6M | +11.5% | +23.7% | -12.1% | -1.0% |
| YTD | -13.8% | -8.0% | -5.8% | -10.6% |
| 1Y | -5.6% | -4.7% | -0.9% | -3.8% |
| 3Y | +36.1% | +58.0% | -21.9% | +8.2% |
| 5Y | +82.7% | +8.0% | +74.7% | +73.6% |
| 10Y | +1,101.7% | +183.8% | +917.9% | +731.0% |
| All | +1,127.5% | +367.2% | +760.3% | +731.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling