+1,166.2%
CDNS vs ARES
+1,112.4%
+53.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.5% |
| 7D | +1.0% | +0.5% | +0.5% | +0.7% |
| 30D | -2.0% | +19.7% | -21.6% | -9.9% |
| 3M | -0.2% | -9.0% | +8.7% | +3.5% |
| 6M | -8.9% | +11.5% | -20.4% | -14.8% |
| YTD | +3.3% | -13.8% | +17.2% | +7.2% |
| 1Y | +2.2% | -5.6% | +7.8% | +1.3% |
| 3Y | +22.4% | +36.1% | -13.7% | -0.2% |
| 5Y | +78.0% | +82.7% | -4.7% | +22.7% |
| All | +1,166.2% | +1,112.4% | +53.8% | +401.3% |
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