+1,036.6%
CDNS vs ARES
+1,006.5%
+30.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.2% | +1.5% |
| 7D | -7.2% | -2.7% | -4.5% | -6.1% |
| 30D | -14.3% | -2.4% | -11.9% | -13.5% |
| 3M | -27.2% | +3.9% | -31.1% | -29.1% |
| 6M | -4.5% | +26.4% | -30.9% | -15.4% |
| YTD | -9.0% | -14.9% | +5.9% | -4.6% |
| 1Y | -21.3% | -20.4% | -0.9% | -15.7% |
| 3Y | +19.6% | +38.8% | -19.2% | -2.2% |
| 5Y | +71.5% | +97.0% | -25.4% | +17.4% |
| 10Y | +1,036.6% | +999.8% | +36.8% | +385.2% |
| All | +1,036.6% | +1,006.5% | +30.1% | +385.2% |
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