-10.2%
DOW vs ARES
+603.4%
-613.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.6% | +1.9% |
| 7D | -2.4% | -7.7% | +5.3% | +0.6% |
| 30D | -4.1% | -8.7% | +4.6% | -1.0% |
| 3M | -12.4% | +2.8% | -15.3% | -14.5% |
| 6M | -10.6% | +23.1% | -33.7% | -20.6% |
| YTD | +31.1% | -17.3% | +48.3% | +36.9% |
| 1Y | +30.5% | -24.3% | +54.8% | +40.9% |
| 3Y | -34.4% | +34.9% | -69.3% | -48.2% |
| 5Y | -35.5% | +93.5% | -129.0% | -59.8% |
| All | -10.2% | +603.4% | -613.6% | -73.6% |
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 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