+286.5%
C vs ARES
+1,045.9%
-759.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | +3.2% | -0.3% | +3.5% | +3.3% |
| 30D | +1.3% | +1.3% | 0.0% | +0.5% |
| 3M | +3.1% | +10.4% | -7.2% | -2.2% |
| 6M | +29.6% | +29.0% | +0.6% | +13.4% |
| YTD | +19.0% | -12.2% | +31.1% | +22.5% |
| 1Y | +45.6% | -18.4% | +64.1% | +54.2% |
| 3Y | +269.3% | +43.2% | +226.1% | +195.3% |
| 5Y | +131.6% | +102.6% | +29.0% | +50.8% |
| 10Y | +286.5% | +1,029.6% | -743.1% | +36.4% |
| All | +286.5% | +1,045.9% | -759.3% | +36.4% |
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 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