+1,150.8%
ARES vs TRI
+271.7%
+879.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.5% | +5.4% | +2.2% |
| 7D | -0.3% | -7.1% | +6.8% | +3.1% |
| 30D | +1.3% | -2.3% | +3.6% | +2.0% |
| 3M | +10.4% | +19.6% | -9.2% | -1.8% |
| 6M | +29.0% | -8.7% | +37.7% | +30.9% |
| YTD | -12.2% | -22.3% | +10.1% | -3.1% |
| 1Y | -18.4% | -40.7% | +22.2% | +5.2% |
| 3Y | +43.2% | -17.8% | +60.9% | +46.5% |
| 5Y | +102.6% | -8.5% | +111.1% | +91.8% |
| 10Y | +1,029.6% | +192.6% | +837.0% | +538.6% |
| All | +1,150.8% | +271.7% | +879.1% | +599.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling