+8.9%
CRCL vs ARES
-18.6%
+27.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.2% |
| 7D | -11.2% | -6.1% | -5.1% | -7.4% |
| 30D | +27.1% | -7.5% | +34.6% | +34.4% |
| 3M | +9.6% | +0.1% | +9.5% | +9.7% |
| 6M | -19.7% | +30.3% | -50.0% | -34.5% |
| YTD | +14.2% | -16.6% | +30.9% | +31.0% |
| 1Y | -32.2% | -26.1% | -6.1% | -12.4% |
| All | +8.9% | -18.6% | +27.5% | +49.6% |
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 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