+1,157.4%
ARES vs WCC
+283.0%
+874.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.4% | -2.2% |
| 7D | +0.8% | +3.3% | -2.6% | -0.6% |
| 30D | +16.7% | -9.4% | +26.1% | +19.3% |
| 3M | -2.6% | -10.5% | +7.9% | -0.6% |
| 6M | +13.0% | -10.4% | +23.4% | +14.4% |
| YTD | -11.7% | +34.4% | -46.1% | -23.5% |
| 1Y | -6.7% | +27.7% | -34.3% | -17.7% |
| 3Y | +40.5% | +137.9% | -97.4% | -5.1% |
| 5Y | +88.2% | +147.0% | -58.8% | +21.0% |
| 10Y | +1,131.0% | +442.5% | +688.5% | +409.5% |
| All | +1,157.4% | +283.0% | +874.4% | +408.7% |
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 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