+93.5%
ARES vs TRI
-11.1%
+104.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.2% |
| 7D | -7.7% | -14.4% | +6.7% | -1.0% |
| 30D | -8.7% | -8.1% | -0.6% | -5.5% |
| 3M | +2.8% | +17.5% | -14.7% | -7.2% |
| 6M | +23.1% | -5.0% | +28.0% | +23.1% |
| YTD | -17.3% | -24.7% | +7.4% | -5.2% |
| 1Y | -24.3% | -41.5% | +17.2% | +2.0% |
| 3Y | +34.9% | -20.3% | +55.3% | +31.8% |
| 5Y | +93.5% | -10.9% | +104.4% | +53.8% |
| All | +93.5% | -11.1% | +104.6% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling