-19.3%
ARES vs VRSK
-30.3%
+11.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.6% | -0.5% |
| 7D | -1.7% | -3.1% | +1.4% | -1.1% |
| 30D | +0.3% | -1.6% | +1.8% | +0.4% |
| 3M | +8.5% | +3.5% | +5.0% | +7.4% |
| 6M | +23.5% | -13.4% | +36.8% | +27.6% |
| YTD | -11.2% | -16.5% | +5.3% | -7.5% |
| 1Y | -19.3% | -30.6% | +11.3% | -14.4% |
| All | -19.3% | -30.3% | +11.0% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 1y: compounded portfolio wealth divided by compounded VRSK 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…
1y analysis · Full analysis span regression · 6 months rolling