+498.6%
CAH vs ARES
+81.3%
+417.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.6% | +0.5% |
| 7D | +3.9% | -0.3% | +4.2% | +3.9% |
| 30D | +16.0% | +15.3% | +0.7% | +14.7% |
| 3M | +19.1% | -5.4% | +24.4% | +19.4% |
| 6M | +53.0% | +10.0% | +43.0% | +51.5% |
| YTD | +36.6% | -14.7% | +51.3% | +38.6% |
| 1Y | +37.4% | -9.7% | +47.1% | +38.2% |
| 3Y | +178.8% | +35.8% | +143.0% | +154.4% |
| 5Y | +498.6% | +80.9% | +417.7% | +398.3% |
| All | +498.6% | +81.3% | +417.3% | +398.3% |
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