+1,039.9%
ASX vs ARES
+1,196.0%
-156.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | -0.7% | -1.7% | +1.0% | -0.2% |
| 30D | +2.0% | +0.3% | +1.7% | +1.7% |
| 3M | -1.3% | +8.5% | -9.8% | -4.4% |
| 6M | +71.4% | +23.5% | +48.0% | +57.7% |
| YTD | +135.3% | -11.2% | +146.5% | +139.9% |
| 1Y | +267.5% | -19.3% | +286.8% | +285.2% |
| 3Y | +388.5% | +48.7% | +339.8% | +309.5% |
| 5Y | +417.1% | +106.5% | +310.6% | +282.7% |
| 10Y | +872.7% | +1,055.3% | -182.6% | +423.3% |
| All | +1,039.9% | +1,196.0% | -156.1% | +469.2% |
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