+1,007.5%
ASX vs ARES
+1,145.7%
-138.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.1% | +7.7% | +7.0% |
| 7D | +0.8% | +0.8% | +0.1% | +0.8% |
| 30D | -20.4% | +16.7% | -37.1% | -25.4% |
| 3M | -2.1% | -2.6% | +0.5% | -1.7% |
| 6M | +8.2% | +13.0% | -4.7% | +2.0% |
| YTD | +137.3% | -11.7% | +149.0% | +142.0% |
| 1Y | +155.0% | -6.7% | +161.7% | +153.6% |
| 3Y | +397.9% | +40.5% | +357.4% | +310.4% |
| 5Y | +529.2% | +88.2% | +441.0% | +348.7% |
| 10Y | +1,007.5% | +1,131.0% | -123.4% | +456.8% |
| All | +1,007.5% | +1,145.7% | -138.2% | +456.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling