+73.0%
CB vs ARES
+36.2%
+36.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.3% | +3.7% | +0.5% |
| 7D | 0.0% | -0.3% | +0.4% | 0.0% |
| 30D | +7.4% | +15.3% | -7.9% | +6.7% |
| 3M | +8.6% | -5.4% | +14.0% | +8.7% |
| 6M | +16.1% | +10.0% | +6.1% | +15.4% |
| YTD | +20.2% | -14.7% | +34.9% | +21.4% |
| 1Y | +27.2% | -9.7% | +36.9% | +27.8% |
| All | +73.0% | +36.2% | +36.9% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling