+2,043.5%
CDNS vs ARES
+1,145.6%
+898.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.3% | +4.6% | +2.5% |
| 7D | +7.0% | -0.3% | +7.4% | +7.2% |
| 30D | -0.3% | +15.3% | -15.5% | -6.0% |
| 3M | +3.2% | -5.4% | +8.5% | +4.9% |
| 6M | -6.9% | +10.0% | -16.9% | -11.7% |
| YTD | +6.6% | -14.7% | +21.3% | +10.6% |
| 1Y | +5.6% | -9.7% | +15.3% | +6.8% |
| 3Y | +27.4% | +35.8% | -8.4% | +7.9% |
| 5Y | +83.7% | +80.9% | +2.8% | +35.8% |
| 10Y | +1,215.9% | +1,089.9% | +126.0% | +517.2% |
| All | +2,043.5% | +1,145.6% | +898.0% | +868.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling