+39.5%
EXPE vs ARES
+83.4%
-43.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.0% |
| 7D | -9.3% | +4.5% | -13.9% | -11.2% |
| 30D | +0.1% | +15.7% | -15.6% | -7.3% |
| 3M | -15.3% | -2.0% | -13.3% | -14.4% |
| 6M | +5.5% | +10.4% | -4.9% | -2.0% |
| YTD | -8.0% | -14.2% | +6.3% | -1.9% |
| 1Y | +18.9% | -7.8% | +26.6% | +21.0% |
| 3Y | +135.5% | +41.4% | +94.2% | +72.6% |
| All | +39.5% | +83.4% | -43.9% | -14.4% |
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