+1,144.5%
ARES vs WAB
+282.0%
+862.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -1.0% |
| 7D | +8.1% | +4.0% | +4.1% | +6.0% |
| 30D | +18.9% | +6.3% | +12.6% | +15.1% |
| 3M | +2.3% | +3.3% | -0.9% | +0.3% |
| 6M | +12.7% | +14.5% | -1.8% | +4.5% |
| YTD | -10.8% | +42.7% | -53.4% | -26.4% |
| 1Y | -5.3% | +45.2% | -50.5% | -22.7% |
| 3Y | +42.0% | +173.8% | -131.7% | -13.1% |
| 5Y | +88.3% | +223.8% | -135.5% | +6.7% |
| All | +1,144.5% | +282.0% | +862.5% | +465.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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