-30.7%
DOW vs ARES
+88.3%
-119.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.2% | -5.6% | -2.5% |
| 7D | -9.4% | +5.0% | -14.4% | -10.7% |
| 30D | +8.9% | +19.1% | -10.1% | +3.9% |
| 3M | +6.7% | +3.1% | +3.7% | +5.3% |
| 6M | -14.2% | +12.9% | -27.0% | -18.2% |
| YTD | +36.9% | -10.7% | +47.6% | +39.5% |
| 1Y | +45.8% | -5.5% | +51.3% | +45.4% |
| 3Y | -23.9% | +45.0% | -68.9% | -36.1% |
| All | -30.7% | +88.3% | -119.0% | -49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling