+43.7%
ARES vs TRGP
+265.3%
-221.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.7% |
| 7D | -0.3% | -0.6% | +0.3% | -0.1% |
| 30D | +1.3% | +14.6% | -13.3% | -5.2% |
| 3M | +10.4% | +11.9% | -1.6% | +3.2% |
| 6M | +29.0% | +25.3% | +3.7% | +12.5% |
| YTD | -12.2% | +61.9% | -74.1% | -34.6% |
| 1Y | -18.4% | +87.3% | -105.7% | -45.0% |
| All | +43.7% | +265.3% | -221.7% | -22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling