+961.2%
ARES vs TRI
+196.2%
+764.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.1% |
| 7D | -6.1% | -7.9% | +1.8% | -2.1% |
| 30D | -7.5% | -4.5% | -3.0% | -5.8% |
| 3M | +0.1% | +22.1% | -22.0% | -12.4% |
| 6M | +30.3% | -2.8% | +33.0% | +27.6% |
| YTD | -16.6% | -23.4% | +6.8% | -6.5% |
| 1Y | -26.1% | -41.5% | +15.4% | -2.0% |
| 3Y | +36.4% | -19.2% | +55.6% | +40.0% |
| 5Y | +95.0% | -9.4% | +104.4% | +82.1% |
| All | +961.2% | +196.2% | +764.9% | +529.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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