+200.5%
B vs ARES
+1,313.3%
-1,112.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.2% | 0.0% | +3.6% |
| 7D | +11.3% | +5.0% | +6.3% | +10.6% |
| 30D | +2.9% | +19.1% | -16.1% | +0.5% |
| 3M | -2.9% | +3.1% | -5.9% | -3.4% |
| 6M | -1.2% | +12.9% | -14.1% | -3.0% |
| YTD | -1.3% | -10.7% | +9.3% | -0.7% |
| 1Y | +30.4% | -5.5% | +36.0% | +30.3% |
| 3Y | +195.3% | +45.0% | +150.3% | +176.9% |
| 5Y | +146.2% | +87.4% | +58.8% | +121.7% |
| 10Y | +200.5% | +1,267.4% | -1,066.9% | +183.5% |
| All | +200.5% | +1,313.3% | -1,112.8% | +183.5% |
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