+146.5%
ASX vs ARES
-9.0%
+155.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.1% | -10.1% | -5.2% |
| 7D | -14.6% | +10.5% | -25.1% | -16.6% |
| 30D | -21.1% | +16.8% | -37.9% | -24.0% |
| 3M | -3.1% | -3.2% | +0.2% | -2.3% |
| 6M | +17.4% | +16.4% | +0.9% | +13.2% |
| YTD | +135.3% | -12.4% | +147.7% | +128.5% |
| 1Y | +146.5% | -6.9% | +153.4% | +131.0% |
| All | +146.5% | -9.0% | +155.5% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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