+49.5%
EQT vs ARES
+971.5%
-922.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +1.5% |
| 7D | -1.2% | -7.7% | +6.5% | +1.3% |
| 30D | +1.1% | -8.7% | +9.8% | +3.8% |
| 3M | +4.8% | +2.8% | +2.0% | +2.9% |
| 6M | -10.6% | +23.1% | -33.6% | -18.2% |
| YTD | +3.4% | -17.3% | +20.7% | +6.8% |
| 1Y | +8.7% | -24.3% | +33.0% | +15.0% |
| 3Y | +35.0% | +34.9% | 0.0% | +13.2% |
| 5Y | +204.2% | +93.5% | +110.8% | +116.3% |
| All | +49.5% | +971.5% | -922.0% | -40.9% |
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