+112.4%
C vs ARES
+81.3%
+31.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | +1.2% |
| 7D | +4.7% | -0.3% | +5.1% | +4.8% |
| 30D | +0.2% | +15.3% | -15.1% | -5.8% |
| 3M | -9.3% | -5.4% | -4.0% | -7.7% |
| 6M | -0.8% | +10.0% | -10.9% | -6.0% |
| YTD | +8.5% | -14.7% | +23.2% | +13.0% |
| 1Y | +23.1% | -9.7% | +32.8% | +24.6% |
| 3Y | +220.8% | +35.8% | +185.0% | +168.8% |
| 5Y | +112.4% | +80.9% | +31.5% | +48.0% |
| All | +112.4% | +81.3% | +31.1% | +48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling