-67.7%
CHTR vs ARES
+34.3%
-102.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.8% | +7.8% | +5.5% |
| 7D | -7.1% | -7.7% | +0.5% | -5.6% |
| 30D | -10.9% | -8.7% | -2.1% | -9.2% |
| 3M | +2.0% | +2.8% | -0.8% | +1.6% |
| 6M | -35.9% | +23.1% | -59.0% | -38.7% |
| YTD | -32.7% | -17.3% | -15.4% | -30.5% |
| 1Y | -46.6% | -24.3% | -22.3% | -44.1% |
| All | -67.7% | +34.3% | -102.1% | -70.4% |
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