+98.6%
ARES vs TPG
+74.1%
+24.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | -0.4% |
| 7D | -6.1% | -9.4% | +3.3% | +0.8% |
| 30D | -7.5% | -5.3% | -2.3% | -4.1% |
| 3M | +0.1% | +12.9% | -12.8% | -8.4% |
| 6M | +30.3% | +20.1% | +10.2% | +14.5% |
| YTD | -16.6% | -22.5% | +5.9% | -0.5% |
| 1Y | -26.1% | -19.7% | -6.4% | -14.1% |
| 3Y | +36.4% | +81.2% | -44.8% | -9.0% |
| All | +98.6% | +74.1% | +24.4% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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