-6.9%
ARES vs WY
+0.3%
-7.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.6% | +0.5% | +4.1% |
| 7D | +10.5% | +13.3% | -2.8% | +6.0% |
| 30D | +16.8% | +17.6% | -0.8% | +10.9% |
| 3M | -3.2% | -15.0% | +11.8% | +0.6% |
| 6M | +16.4% | -5.9% | +22.3% | +17.5% |
| YTD | -12.4% | -5.7% | -6.7% | -12.9% |
| 1Y | -6.9% | -0.2% | -6.7% | -7.9% |
| All | -6.9% | +0.3% | -7.2% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling