+3.2%
EXC vs ARES
-6.7%
+9.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | +0.1% |
| 7D | -1.7% | +5.0% | -6.7% | -1.6% |
| 30D | +9.3% | +19.1% | -9.8% | +9.8% |
| 3M | +1.0% | +3.1% | -2.0% | +0.8% |
| 6M | +5.9% | +12.9% | -6.9% | +6.6% |
| YTD | +7.6% | -10.7% | +18.3% | +8.1% |
| All | +3.2% | -6.7% | +9.9% | +2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling