+2.2%
CDNS vs ARES
-7.5%
+9.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.4% |
| 7D | +1.0% | +0.5% | +0.5% | +0.8% |
| 30D | -2.0% | +19.7% | -21.6% | -7.5% |
| 3M | -0.2% | -9.0% | +8.7% | +3.0% |
| 6M | -8.9% | +11.5% | -20.4% | -12.8% |
| YTD | +3.3% | -13.8% | +17.2% | +4.1% |
| 1Y | +2.2% | -5.6% | +7.8% | +1.0% |
| All | +2.2% | -7.5% | +9.7% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling