+953.0%
ARES vs TRGP
+868.8%
+84.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | -7.7% | -0.6% | -7.1% | -7.6% |
| 30D | -8.7% | +10.0% | -18.7% | -11.1% |
| 3M | +2.8% | +7.6% | -4.8% | +0.3% |
| 6M | +23.1% | +26.8% | -3.7% | +14.6% |
| YTD | -17.3% | +60.6% | -77.8% | -27.7% |
| 1Y | -24.3% | +82.5% | -106.8% | -36.2% |
| 3Y | +34.9% | +265.0% | -230.1% | -2.5% |
| 5Y | +93.5% | +645.9% | -552.4% | +20.7% |
| All | +953.0% | +868.8% | +84.2% | +516.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling