+118.5%
EXPE vs ARES
+1,313.3%
-1,194.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.2% | -2.1% |
| 7D | -13.3% | +5.0% | -18.3% | -15.1% |
| 30D | -5.5% | +19.1% | -24.6% | -12.8% |
| 3M | -16.5% | +3.1% | -19.5% | -17.7% |
| 6M | +13.1% | +12.9% | +0.2% | +5.3% |
| YTD | -8.0% | -10.7% | +2.7% | -5.0% |
| 1Y | +1.1% | -5.5% | +6.6% | +1.3% |
| 3Y | +131.2% | +45.0% | +86.2% | +83.1% |
| 5Y | +39.8% | +87.4% | -47.6% | -4.2% |
| 10Y | +118.5% | +1,267.4% | -1,149.0% | -10.6% |
| All | +118.5% | +1,313.3% | -1,194.8% | -10.6% |
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