+1,150.8%
ARES vs TROW
+111.8%
+1,039.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | +1.3% | -4.0% | +5.3% | +4.0% |
| 3M | +10.4% | +5.0% | +5.4% | +6.4% |
| 6M | +29.0% | +24.3% | +4.7% | +12.0% |
| YTD | -12.2% | +9.8% | -22.0% | -17.3% |
| 1Y | -18.4% | +6.4% | -24.9% | -21.6% |
| 3Y | +43.2% | +15.8% | +27.4% | +29.7% |
| 5Y | +102.6% | -37.3% | +139.9% | +154.3% |
| 10Y | +1,029.6% | +130.6% | +899.0% | +672.3% |
| All | +1,150.8% | +111.8% | +1,039.0% | +774.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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