+999.8%
ARES vs WCC
+506.2%
+493.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.6% |
| 7D | -2.7% | +6.8% | -9.5% | -5.1% |
| 30D | -2.4% | -3.0% | +0.6% | -1.6% |
| 3M | +3.9% | +0.2% | +3.7% | +2.8% |
| 6M | +26.4% | +33.2% | -6.8% | +11.3% |
| YTD | -14.9% | +45.8% | -60.7% | -27.8% |
| 1Y | -20.4% | +68.4% | -88.8% | -36.5% |
| 3Y | +38.8% | +131.1% | -92.3% | -5.9% |
| 5Y | +97.0% | +225.6% | -128.6% | +13.9% |
| 10Y | +999.8% | +534.2% | +465.6% | +297.7% |
| All | +999.8% | +506.2% | +493.6% | +297.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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