+27.3%
EXPE vs ARES
-18.8%
+46.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -1.1% | -6.8% | -7.5% |
| 7D | -9.8% | -0.3% | -9.4% | -9.6% |
| 30D | -11.5% | +1.3% | -12.8% | -12.0% |
| 3M | +21.7% | +10.4% | +11.3% | +16.7% |
| 6M | +10.4% | +29.0% | -18.6% | -2.7% |
| YTD | -2.5% | -12.2% | +9.7% | +3.5% |
| 1Y | +27.3% | -18.4% | +45.8% | +30.6% |
| All | +27.3% | -18.8% | +46.1% | +30.6% |
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 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