+861.2%
ASX vs ARES
+1,152.0%
-290.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.4% |
| 7D | -19.9% | +4.5% | -24.5% | -21.2% |
| 30D | -30.9% | +15.7% | -46.6% | -34.5% |
| 3M | -15.1% | -2.0% | -13.1% | -15.0% |
| 6M | -6.5% | +10.4% | -16.9% | -10.5% |
| YTD | +98.4% | -14.2% | +112.7% | +103.9% |
| 1Y | +107.9% | -7.8% | +115.6% | +107.7% |
| 3Y | +325.3% | +41.4% | +283.9% | +261.6% |
| 5Y | +447.3% | +83.7% | +363.6% | +317.3% |
| 10Y | +763.2% | +1,204.1% | -440.9% | +361.3% |
| All | +861.2% | +1,152.0% | -290.8% | +383.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling