-3.9%
EXPE vs ARES
-10.4%
+6.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +1.9% |
| 7D | -4.2% | -0.3% | -3.9% | -4.2% |
| 30D | -4.5% | +15.3% | -19.8% | -9.5% |
| 3M | -19.7% | -5.4% | -14.3% | -18.3% |
| 6M | +18.3% | +10.0% | +8.3% | +12.7% |
| YTD | -7.3% | -14.7% | +7.3% | +0.9% |
| 1Y | -3.9% | -9.7% | +5.8% | +1.1% |
| All | -3.9% | -10.4% | +6.5% | +1.1% |
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 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