-26.1%
ARES vs WY
-9.1%
-17.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -6.1% | -4.2% | -1.9% | -5.0% |
| 30D | -7.5% | -10.1% | +2.6% | -5.0% |
| 3M | +0.1% | -8.5% | +8.6% | +2.3% |
| 6M | +30.3% | -3.3% | +33.6% | +31.0% |
| YTD | -16.6% | -4.4% | -12.2% | -16.8% |
| 1Y | -26.1% | -11.5% | -14.6% | -26.4% |
| All | -26.1% | -9.1% | -17.0% | -26.4% |
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