+1,164.6%
ARES vs WCC
+310.7%
+853.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.8% | -2.3% |
| 7D | -1.7% | +4.5% | -6.1% | -3.2% |
| 30D | +0.3% | -5.8% | +6.1% | +2.1% |
| 3M | +8.5% | -3.7% | +12.1% | +8.9% |
| 6M | +23.5% | +23.1% | +0.4% | +12.6% |
| YTD | -11.2% | +44.2% | -55.4% | -23.8% |
| 1Y | -19.3% | +62.1% | -81.4% | -34.0% |
| 3Y | +48.7% | +121.1% | -72.5% | +4.3% |
| 5Y | +106.5% | +214.0% | -107.4% | +24.5% |
| 10Y | +1,055.3% | +472.8% | +582.5% | +373.7% |
| All | +1,164.6% | +310.7% | +853.9% | +406.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling