+223.5%
C vs ARES
+1,191.6%
-968.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -2.4% | +4.5% | -6.9% | -4.4% |
| 30D | -6.0% | +15.7% | -21.7% | -12.2% |
| 3M | -10.5% | -2.0% | -8.5% | -10.2% |
| 6M | -5.7% | +10.4% | -16.1% | -11.2% |
| YTD | +4.1% | -14.2% | +18.4% | +8.1% |
| 1Y | +20.5% | -7.8% | +28.2% | +20.5% |
| 3Y | +208.1% | +41.4% | +166.7% | +145.5% |
| 5Y | +110.4% | +83.7% | +26.8% | +41.4% |
| All | +223.5% | +1,191.6% | -968.1% | +5.7% |
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