+432.3%
ASX vs ARES
+105.6%
+326.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | -0.7% | -1.7% | +1.0% | 0.0% |
| 30D | +2.0% | +0.3% | +1.7% | +1.6% |
| 3M | -1.3% | +8.5% | -9.8% | -5.5% |
| 6M | +71.4% | +23.5% | +48.0% | +52.9% |
| YTD | +135.3% | -11.2% | +146.5% | +142.0% |
| 1Y | +267.5% | -19.3% | +286.8% | +293.6% |
| 3Y | +388.5% | +48.7% | +339.8% | +261.7% |
| All | +432.3% | +105.6% | +326.7% | +208.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling