+1,101.7%
ARES vs TRGP
+822.5%
+279.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.6% | +0.9% |
| 7D | +0.5% | +12.4% | -11.9% | -2.5% |
| 30D | +19.7% | +2.6% | +17.0% | +18.3% |
| 3M | -9.0% | +11.9% | -20.8% | -12.2% |
| 6M | +11.5% | +13.9% | -2.4% | +6.5% |
| YTD | -13.8% | +64.2% | -78.0% | -25.7% |
| 1Y | -5.6% | +78.5% | -84.1% | -20.4% |
| 3Y | +36.1% | +272.9% | -236.8% | -3.1% |
| 5Y | +82.7% | +510.7% | -428.0% | +16.9% |
| All | +1,101.7% | +822.5% | +279.2% | +557.6% |
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