+224.2%
B vs ARES
+1,196.0%
-971.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.1% |
| 7D | -1.6% | -1.7% | +0.1% | -1.4% |
| 30D | +9.4% | +0.3% | +9.2% | +9.3% |
| 3M | +5.0% | +8.5% | -3.5% | +4.0% |
| 6M | -3.5% | +23.5% | -27.0% | -5.8% |
| YTD | +4.5% | -11.2% | +15.7% | +5.1% |
| 1Y | +67.8% | -19.3% | +87.1% | +70.0% |
| 3Y | +196.7% | +48.7% | +148.0% | +182.9% |
| 5Y | +151.9% | +106.5% | +45.4% | +132.7% |
| 10Y | +202.2% | +1,055.3% | -853.2% | +176.3% |
| All | +224.2% | +1,196.0% | -971.8% | +193.4% |
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