-0.8%
F vs ARES
-8.8%
+8.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +1.6% | +4.5% | -3.0% | +0.5% |
| 30D | +2.6% | +15.7% | -13.1% | -0.6% |
| 3M | -8.8% | -2.0% | -6.8% | -8.6% |
| 6M | +4.6% | +10.4% | -5.8% | +2.3% |
| YTD | -1.9% | -14.2% | +12.3% | +2.4% |
| 1Y | -0.8% | -7.8% | +7.0% | -1.5% |
| All | -0.8% | -8.8% | +8.0% | -1.5% |
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