+218.3%
C vs ARES
+1,145.7%
-927.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.1% |
| 7D | -0.4% | +0.8% | -1.2% | -0.7% |
| 30D | -5.3% | +16.7% | -22.0% | -11.9% |
| 3M | -8.0% | -2.6% | -5.4% | -7.4% |
| 6M | -0.3% | +13.0% | -13.2% | -7.0% |
| YTD | +8.6% | -11.7% | +20.4% | +11.3% |
| 1Y | +25.8% | -6.7% | +32.5% | +25.2% |
| 3Y | +221.2% | +40.5% | +180.7% | +156.8% |
| 5Y | +113.6% | +88.2% | +25.3% | +41.9% |
| 10Y | +218.3% | +1,131.0% | -912.6% | +8.9% |
| All | +218.3% | +1,145.7% | -927.4% | +8.9% |
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