+3,038.3%
CLS vs ARES
+1,006.5%
+2,031.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +2.6% |
| 7D | +20.1% | -2.7% | +22.8% | +21.7% |
| 30D | +6.0% | -2.4% | +8.4% | +7.2% |
| 3M | -10.3% | +3.9% | -14.2% | -12.8% |
| 6M | +24.5% | +26.4% | -1.9% | +8.7% |
| YTD | +12.9% | -14.9% | +27.7% | +17.1% |
| 1Y | +36.7% | -20.4% | +57.1% | +46.0% |
| 3Y | +1,328.1% | +38.8% | +1,289.3% | +1,120.3% |
| 5Y | +3,682.3% | +97.0% | +3,585.3% | +2,608.3% |
| 10Y | +3,038.3% | +999.8% | +2,038.5% | +1,468.7% |
| All | +3,038.3% | +1,006.5% | +2,031.8% | +1,468.7% |
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 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