-19.3%
ARES vs TRGP
+80.7%
-100.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.0% |
| 7D | -1.7% | +0.8% | -2.4% | -1.7% |
| 30D | +0.3% | +11.5% | -11.2% | 0.0% |
| 3M | +8.5% | +9.0% | -0.5% | +7.9% |
| 6M | +23.5% | +20.5% | +3.0% | +20.1% |
| YTD | -11.2% | +59.5% | -70.8% | -20.4% |
| 1Y | -19.3% | +77.9% | -97.2% | -31.6% |
| All | -19.3% | +80.7% | -100.0% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 1y: compounded portfolio wealth divided by compounded TRGP 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…
1y analysis · Full analysis span regression · 6 months rolling