-6.9%
ARES vs XME
+5.2%
-12.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.2% | +6.5% |
| 7D | +10.5% | -5.5% | +16.0% | +12.5% |
| 30D | +16.8% | -11.1% | +28.0% | +21.3% |
| 3M | -3.2% | -11.1% | +7.9% | 0.0% |
| 6M | +16.4% | -18.0% | +34.4% | +23.5% |
| YTD | -12.4% | -7.4% | -5.0% | -12.3% |
| 1Y | -6.9% | +6.7% | -13.5% | -12.8% |
| All | -6.9% | +5.2% | -12.1% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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