+82.8%
ARES vs XPO
+306.2%
-223.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.1% |
| 7D | +0.5% | +9.0% | -8.5% | -2.8% |
| 30D | +19.7% | +4.2% | +15.5% | +17.6% |
| 3M | -9.0% | -8.7% | -0.3% | -6.2% |
| 6M | +11.5% | -2.8% | +14.3% | +11.6% |
| YTD | -13.8% | +41.9% | -55.7% | -27.4% |
| 1Y | -5.6% | +42.3% | -47.9% | -20.7% |
| 3Y | +36.1% | +127.3% | -91.2% | -11.8% |
| All | +82.8% | +306.2% | -223.4% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 5y: compounded portfolio wealth divided by compounded XPO 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…
5y analysis · Full analysis span regression · 6 months rolling