+1,164.6%
ARES vs SSNC
+391.6%
+773.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.3% |
| 7D | -1.7% | +0.6% | -2.3% | -2.0% |
| 30D | +0.3% | +6.0% | -5.8% | -2.8% |
| 3M | +8.5% | +21.0% | -12.5% | -2.3% |
| 6M | +23.5% | +12.1% | +11.4% | +15.7% |
| YTD | -11.2% | -3.2% | -8.0% | -10.1% |
| 1Y | -19.3% | -4.4% | -14.9% | -17.8% |
| 3Y | +48.7% | +51.6% | -3.0% | +20.5% |
| 5Y | +106.5% | +21.1% | +85.4% | +86.5% |
| 10Y | +1,055.3% | +177.7% | +877.6% | +691.1% |
| All | +1,164.6% | +391.6% | +773.1% | +736.1% |
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