+4.3%
EXE vs ARES
-20.5%
+24.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.7% |
| 7D | -2.7% | -2.7% | 0.0% | -2.8% |
| 30D | -0.4% | -2.4% | +2.0% | -0.5% |
| 3M | +9.5% | +3.9% | +5.6% | +9.7% |
| 6M | -9.3% | +26.4% | -35.7% | -8.1% |
| YTD | -10.9% | -14.9% | +4.0% | -10.0% |
| 1Y | +4.3% | -20.4% | +24.7% | -0.8% |
| All | +4.3% | -20.5% | +24.8% | -0.8% |
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