+193.4%
B vs ARES
+1,045.9%
-852.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.3% |
| 7D | +2.3% | -0.3% | +2.7% | +2.4% |
| 30D | +1.4% | +1.3% | +0.1% | +1.1% |
| 3M | +12.2% | +10.4% | +1.8% | +10.6% |
| 6M | -2.1% | +29.0% | -31.1% | -5.5% |
| YTD | +2.9% | -12.2% | +15.1% | +3.9% |
| 1Y | +55.3% | -18.4% | +73.7% | +57.8% |
| 3Y | +198.7% | +43.2% | +155.5% | +181.4% |
| 5Y | +153.8% | +102.6% | +51.2% | +128.2% |
| 10Y | +193.4% | +1,029.6% | -836.2% | +160.2% |
| All | +193.4% | +1,045.9% | -852.5% | +160.2% |
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 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