-34.6%
DOW vs ARES
+47.3%
-81.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.7% |
| 7D | -2.9% | -0.3% | -2.6% | -2.9% |
| 30D | +2.0% | +1.3% | +0.7% | +1.4% |
| 3M | -12.5% | +10.4% | -22.9% | -15.2% |
| 6M | -9.2% | +29.0% | -38.2% | -16.6% |
| YTD | +30.8% | -12.2% | +43.0% | +36.3% |
| 1Y | +29.4% | -18.4% | +47.8% | +37.7% |
| 3Y | -34.6% | +43.2% | -77.7% | -43.3% |
| All | -34.6% | +47.3% | -81.8% | -43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling