+22.7%
C vs ARES
-6.7%
+29.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.2% | -1.7% | +1.3% |
| 7D | -0.9% | +5.0% | -5.9% | -2.3% |
| 30D | -5.4% | +19.1% | -24.5% | -9.9% |
| 3M | -9.2% | +3.1% | -12.2% | -10.3% |
| 6M | -1.8% | +12.9% | -14.7% | -5.7% |
| YTD | +6.7% | -10.7% | +17.3% | +8.4% |
| All | +22.7% | -6.7% | +29.4% | +21.6% |
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