+101.0%
CB vs ARES
+105.6%
-4.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | +0.5% | -1.7% | +2.2% | +0.7% |
| 30D | -3.1% | +0.3% | -3.4% | -3.2% |
| 3M | +9.0% | +8.5% | +0.5% | +7.5% |
| 6M | +2.9% | +23.5% | -20.6% | -0.6% |
| YTD | +10.1% | -11.2% | +21.3% | +11.4% |
| 1Y | +22.8% | -19.3% | +42.1% | +25.8% |
| 3Y | +73.8% | +48.7% | +25.1% | +52.7% |
| All | +101.0% | +105.6% | -4.6% | +56.2% |
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 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