+999.8%
ARES vs WAT
+156.2%
+843.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.5% | -3.3% |
| 7D | -2.7% | -1.8% | -0.9% | -1.9% |
| 30D | -2.4% | -1.7% | -0.7% | -1.7% |
| 3M | +3.9% | +9.1% | -5.2% | -0.1% |
| 6M | +26.4% | +32.4% | -6.0% | +11.3% |
| YTD | -14.9% | +6.6% | -21.5% | -18.6% |
| 1Y | -20.4% | +34.7% | -55.1% | -31.8% |
| 3Y | +38.8% | +53.6% | -14.8% | +4.4% |
| 5Y | +97.0% | -4.1% | +101.1% | +84.6% |
| 10Y | +999.8% | +167.9% | +831.9% | +592.6% |
| All | +999.8% | +156.2% | +843.6% | +592.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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