+19.4%
CDNS vs ARES
+47.3%
-27.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -2.5% |
| 7D | -9.2% | -0.3% | -8.9% | -9.1% |
| 30D | -16.3% | +1.3% | -17.5% | -16.8% |
| 3M | -27.9% | +10.4% | -38.3% | -31.7% |
| 6M | -4.3% | +29.0% | -33.3% | -16.1% |
| YTD | -9.1% | -12.2% | +3.1% | -5.4% |
| 1Y | -21.2% | -18.4% | -2.8% | -15.5% |
| 3Y | +19.4% | +43.2% | -23.8% | -3.6% |
| All | +19.4% | +47.3% | -27.9% | -3.6% |
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