+81.0%
F vs ARES
+1,313.3%
-1,232.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.5% | -1.1% |
| 7D | -0.6% | +5.0% | -5.6% | -2.8% |
| 30D | +2.9% | +19.1% | -16.2% | -4.7% |
| 3M | -9.5% | +3.1% | -12.5% | -11.0% |
| 6M | +4.0% | +12.9% | -8.8% | -2.4% |
| YTD | -1.3% | -10.7% | +9.4% | +0.5% |
| 1Y | -1.9% | -5.5% | +3.6% | -3.0% |
| 3Y | +53.5% | +45.0% | +8.5% | +16.7% |
| 5Y | -15.1% | +87.4% | -102.5% | -44.9% |
| 10Y | +81.0% | +1,267.4% | -1,186.4% | -35.4% |
| All | +81.0% | +1,313.3% | -1,232.3% | -35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling