+31.0%
F vs ARES
-18.2%
+49.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.7% |
| 7D | +5.3% | -1.7% | +7.0% | +5.7% |
| 30D | +4.6% | +0.3% | +4.3% | +4.4% |
| 3M | -3.7% | +8.5% | -12.1% | -5.5% |
| 6M | +16.8% | +23.5% | -6.7% | +11.9% |
| YTD | +15.3% | -11.2% | +26.5% | +18.7% |
| 1Y | +31.0% | -19.3% | +50.3% | +34.7% |
| All | +31.0% | -18.2% | +49.2% | +34.7% |
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 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