+52.4%
CL vs ARES
+1,044.0%
-991.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.4% |
| 7D | -2.2% | -1.7% | -0.5% | -2.0% |
| 30D | -4.8% | +0.3% | -5.1% | -4.9% |
| 3M | +4.9% | +8.5% | -3.6% | +3.9% |
| 6M | -5.7% | +23.5% | -29.2% | -8.0% |
| YTD | +14.4% | -11.2% | +25.6% | +15.0% |
| 1Y | +8.7% | -19.3% | +28.0% | +10.2% |
| 3Y | +30.0% | +48.7% | -18.7% | +19.3% |
| 5Y | +28.4% | +106.5% | -78.2% | +9.9% |
| All | +52.4% | +1,044.0% | -991.6% | +10.2% |
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