+150.3%
CI vs ARES
+1,270.2%
-1,119.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.7% | +2.6% |
| 7D | +2.6% | +8.1% | -5.5% | +0.8% |
| 30D | +7.3% | +18.9% | -11.6% | +3.2% |
| 3M | +9.5% | +2.3% | +7.1% | +8.6% |
| 6M | +6.4% | +12.7% | -6.3% | +2.7% |
| YTD | +12.0% | -10.8% | +22.8% | +12.9% |
| 1Y | +20.1% | -5.3% | +25.4% | +19.0% |
| 3Y | +9.6% | +42.0% | -32.5% | -8.4% |
| 5Y | +52.7% | +88.3% | -35.6% | +11.9% |
| 10Y | +150.3% | +1,148.2% | -998.0% | +8.6% |
| All | +150.3% | +1,270.2% | -1,119.9% | +8.6% |
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 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