+195.6%
EQT vs ARES
+92.9%
+102.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +1.4% |
| 7D | -1.2% | -7.7% | +6.5% | +1.0% |
| 30D | +1.1% | -8.7% | +9.8% | +3.4% |
| 3M | +4.8% | +2.8% | +2.0% | +3.1% |
| 6M | -10.6% | +23.1% | -33.6% | -17.4% |
| YTD | +3.4% | -17.3% | +20.7% | +7.3% |
| 1Y | +8.7% | -24.3% | +33.0% | +15.5% |
| 3Y | +35.0% | +34.9% | 0.0% | +13.3% |
| All | +195.6% | +92.9% | +102.6% | +103.5% |
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 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