+0.4%
DOW vs ARES
+625.3%
-624.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.3% | +5.2% | +3.1% |
| 7D | +3.7% | -0.3% | +4.0% | +3.6% |
| 30D | +16.3% | +15.3% | +1.0% | +9.7% |
| 3M | +9.7% | -5.4% | +15.1% | +10.9% |
| 6M | -14.1% | +10.0% | -24.1% | -19.2% |
| YTD | +46.6% | -14.7% | +61.3% | +50.4% |
| 1Y | +56.8% | -9.7% | +66.5% | +56.5% |
| 3Y | -20.4% | +35.8% | -56.2% | -37.3% |
| 5Y | -27.4% | +80.9% | -108.3% | -52.8% |
| All | +0.4% | +625.3% | -624.9% | -70.9% |
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