+95.6%
AXP vs ARES
+81.8%
+13.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.2% |
| 7D | +0.4% | +4.9% | -4.5% | -1.9% |
| 30D | +7.0% | +13.6% | -6.5% | +0.7% |
| 3M | -6.6% | -3.3% | -3.3% | -5.6% |
| 6M | +3.5% | +11.0% | -7.6% | -3.1% |
| YTD | -11.2% | -14.4% | +3.2% | -7.0% |
| 1Y | -10.2% | -9.1% | -1.0% | -9.2% |
| 3Y | +120.0% | +37.1% | +82.9% | +75.0% |
| 5Y | +95.6% | +83.3% | +12.2% | +31.2% |
| All | +95.6% | +81.8% | +13.7% | +31.2% |
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 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