+26.0%
C vs ARES
-9.0%
+35.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.1% | -4.5% | 0.0% |
| 7D | +1.1% | +10.5% | -9.5% | -1.7% |
| 30D | -2.4% | +16.8% | -19.3% | -6.6% |
| 3M | -8.4% | -3.2% | -5.1% | -7.9% |
| 6M | +0.3% | +16.4% | -16.1% | -4.5% |
| YTD | +9.1% | -12.4% | +21.5% | +11.4% |
| 1Y | +26.0% | -6.9% | +32.9% | +23.0% |
| All | +26.0% | -9.0% | +35.0% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling