+291.2%
EXPE vs ARES
+1,152.0%
-860.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -4.9% |
| 7D | -9.3% | +4.5% | -13.9% | -10.8% |
| 30D | +0.1% | +15.7% | -15.6% | -5.7% |
| 3M | -15.3% | -2.0% | -13.3% | -14.5% |
| 6M | +5.5% | +10.4% | -4.9% | -0.2% |
| YTD | -8.0% | -14.2% | +6.3% | -3.5% |
| 1Y | +18.9% | -7.8% | +26.6% | +20.7% |
| 3Y | +135.5% | +41.4% | +94.2% | +95.4% |
| 5Y | +44.3% | +83.7% | -39.4% | +5.8% |
| 10Y | +117.7% | +1,204.1% | -1,086.4% | -4.4% |
| All | +291.2% | +1,152.0% | -860.9% | +65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling