+251.2%
C vs ARES
+1,202.8%
-951.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | -0.4% | +8.1% | -8.5% | -3.6% |
| 30D | -5.2% | +18.9% | -24.1% | -11.9% |
| 3M | -9.1% | +2.3% | -11.4% | -10.4% |
| 6M | -1.6% | +12.7% | -14.3% | -7.6% |
| YTD | +6.9% | -10.8% | +17.7% | +8.9% |
| 1Y | +23.0% | -5.3% | +28.3% | +21.7% |
| 3Y | +216.1% | +42.0% | +174.1% | +158.7% |
| 5Y | +112.2% | +88.3% | +24.0% | +48.4% |
| 10Y | +208.8% | +1,148.2% | -939.4% | +13.6% |
| All | +251.2% | +1,202.8% | -951.6% | +20.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling