-4.6%
CARR vs ARES
-18.2%
+13.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.0% | +1.2% |
| 7D | +1.6% | -1.7% | +3.2% | +1.8% |
| 30D | -8.7% | +0.3% | -9.0% | -8.8% |
| 3M | -12.6% | +8.5% | -21.0% | -13.7% |
| 6M | -1.5% | +23.5% | -25.0% | -4.8% |
| YTD | +14.3% | -11.2% | +25.5% | +16.7% |
| 1Y | -4.6% | -19.3% | +14.7% | -4.8% |
| All | -4.6% | -18.2% | +13.6% | -4.8% |
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