+183.8%
EXC vs ARES
+1,313.3%
-1,129.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | -0.7% |
| 7D | -1.7% | +5.0% | -6.7% | -2.6% |
| 30D | +9.3% | +19.1% | -9.8% | +5.8% |
| 3M | +1.0% | +3.1% | -2.0% | +0.3% |
| 6M | +5.9% | +12.9% | -6.9% | +2.9% |
| YTD | +7.6% | -10.7% | +18.3% | +8.4% |
| 1Y | +2.4% | -5.5% | +8.0% | +1.7% |
| 3Y | +30.2% | +45.0% | -14.7% | +10.9% |
| 5Y | +41.4% | +87.4% | -46.0% | +8.1% |
| 10Y | +183.8% | +1,267.4% | -1,083.7% | +65.1% |
| All | +183.8% | +1,313.3% | -1,129.5% | +65.1% |
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