+50.0%
DOW vs ARES
-7.5%
+57.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.3% |
| 7D | +5.2% | +0.5% | +4.8% | +5.2% |
| 30D | +13.2% | +19.7% | -6.5% | +13.0% |
| 3M | +10.1% | -9.0% | +19.1% | +10.2% |
| 6M | -13.1% | +11.5% | -24.6% | -13.5% |
| YTD | +46.1% | -13.8% | +60.0% | +63.7% |
| 1Y | +50.0% | -5.6% | +55.6% | +56.5% |
| All | +50.0% | -7.5% | +57.6% | +56.5% |
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