+193.8%
B vs ARES
+1,152.0%
-958.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | +9.6% | +4.5% | +5.0% | +9.1% |
| 30D | +3.5% | +15.7% | -12.2% | +1.9% |
| 3M | -1.6% | -2.0% | +0.4% | -1.5% |
| 6M | -1.7% | +10.4% | -12.1% | -2.8% |
| YTD | -5.3% | -14.2% | +8.9% | -4.5% |
| 1Y | +27.2% | -7.8% | +35.0% | +27.4% |
| 3Y | +166.1% | +41.4% | +124.7% | +154.9% |
| 5Y | +136.5% | +83.7% | +52.8% | +120.2% |
| 10Y | +172.2% | +1,204.1% | -1,031.9% | +151.9% |
| All | +193.8% | +1,152.0% | -958.2% | +166.8% |
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