+246.7%
CB vs ARES
+1,145.7%
-899.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.6% |
| 7D | -1.0% | +0.8% | -1.8% | -1.2% |
| 30D | +7.3% | +16.7% | -9.4% | +3.9% |
| 3M | +7.0% | -2.6% | +9.7% | +7.3% |
| 6M | +16.3% | +13.0% | +3.4% | +12.4% |
| YTD | +19.7% | -11.7% | +31.5% | +20.9% |
| 1Y | +27.8% | -6.7% | +34.5% | +27.0% |
| 3Y | +72.0% | +40.5% | +31.5% | +47.6% |
| 5Y | +104.9% | +88.2% | +16.6% | +56.3% |
| 10Y | +246.7% | +1,131.0% | -884.2% | +75.2% |
| All | +246.7% | +1,145.7% | -899.0% | +75.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling