+5.6%
CVS vs ARES
-9.0%
+14.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +6.1% | -18.7% | -12.0% |
| 7D | -11.1% | +10.5% | -21.6% | -10.4% |
| 30D | -7.4% | +16.8% | -24.3% | -6.4% |
| 3M | -22.9% | -3.2% | -19.6% | -23.0% |
| 6M | -1.2% | +16.4% | -17.6% | +0.4% |
| YTD | +3.9% | -12.4% | +16.2% | +6.4% |
| 1Y | +5.6% | -6.9% | +12.4% | +7.0% |
| All | +5.6% | -9.0% | +14.5% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling