+216.0%
C vs ARES
+37.5%
+178.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.4% |
| 7D | +4.2% | +0.5% | +3.7% | +3.9% |
| 30D | +2.0% | +19.7% | -17.7% | -5.4% |
| 3M | -10.1% | -9.0% | -1.1% | -7.0% |
| 6M | +1.0% | +11.5% | -10.6% | -4.7% |
| YTD | +8.5% | -13.8% | +22.3% | +13.4% |
| 1Y | +25.7% | -5.6% | +31.3% | +25.1% |
| 3Y | +216.0% | +36.1% | +179.9% | +197.7% |
| All | +216.0% | +37.5% | +178.5% | +197.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling