+104.9%
EXPE vs ARES
+105.6%
-0.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.2% |
| 7D | -9.5% | -1.7% | -7.9% | -8.7% |
| 30D | -6.6% | +0.3% | -6.9% | -7.0% |
| 3M | +31.4% | +8.5% | +22.9% | +24.0% |
| 6M | +35.2% | +23.5% | +11.7% | +16.9% |
| YTD | +5.8% | -11.2% | +17.0% | +10.3% |
| 1Y | +38.7% | -19.3% | +58.0% | +51.4% |
| 3Y | +175.8% | +48.7% | +127.1% | +99.1% |
| All | +104.9% | +105.6% | -0.7% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling