+732.7%
CLS vs ARES
+37.4%
+695.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -22.2% | +4.5% | -26.7% | -24.7% |
| 30D | -44.4% | +15.7% | -60.1% | -49.7% |
| 3M | -34.3% | -2.0% | -32.3% | -34.4% |
| 6M | -50.1% | +10.4% | -60.5% | -54.4% |
| YTD | -30.1% | -14.2% | -15.8% | -25.9% |
| 1Y | -39.3% | -7.8% | -31.6% | -40.1% |
| 3Y | +732.7% | +41.4% | +691.3% | +529.7% |
| All | +732.7% | +37.4% | +695.3% | +529.7% |
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 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