+36.6%
DIS vs ARES
+1,313.3%
-1,276.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.2% | -2.1% | +0.5% |
| 7D | +5.3% | +5.0% | +0.3% | +3.4% |
| 30D | +10.2% | +19.1% | -8.8% | +3.3% |
| 3M | +13.5% | +3.1% | +10.5% | +11.8% |
| 6M | +11.1% | +12.9% | -1.7% | +4.9% |
| YTD | +5.5% | -10.7% | +16.2% | +7.0% |
| 1Y | +9.1% | -5.5% | +14.7% | +8.0% |
| 3Y | +36.0% | +45.0% | -9.0% | +9.8% |
| 5Y | -29.8% | +87.4% | -117.2% | -50.4% |
| 10Y | +36.6% | +1,267.4% | -1,230.8% | -40.3% |
| All | +36.6% | +1,313.3% | -1,276.7% | -40.3% |
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