+1,157.1%
CAT vs ARES
+1,006.5%
+150.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | +0.3% |
| 7D | +2.9% | -2.7% | +5.6% | +3.9% |
| 30D | -2.6% | -2.4% | -0.2% | -2.0% |
| 3M | -10.7% | +3.9% | -14.6% | -12.5% |
| 6M | +16.1% | +26.4% | -10.2% | +4.8% |
| YTD | +43.2% | -14.9% | +58.1% | +48.4% |
| 1Y | +96.8% | -20.4% | +117.2% | +107.9% |
| 3Y | +201.4% | +38.8% | +162.6% | +154.0% |
| 5Y | +332.7% | +97.0% | +235.7% | +211.1% |
| 10Y | +1,157.1% | +999.8% | +157.3% | +436.2% |
| All | +1,157.1% | +1,006.5% | +150.6% | +436.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling