+46.0%
F vs ARES
+37.5%
+8.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | -3.1% | +0.5% | -3.6% | -3.2% |
| 30D | 0.0% | +19.7% | -19.6% | -4.9% |
| 3M | -13.2% | -9.0% | -4.2% | -11.1% |
| 6M | -10.2% | +11.5% | -21.8% | -13.4% |
| YTD | -4.9% | -13.8% | +8.9% | -1.8% |
| 1Y | -6.1% | -5.6% | -0.5% | -6.0% |
| 3Y | +46.0% | +36.1% | +9.9% | +22.3% |
| All | +46.0% | +37.5% | +8.5% | +22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling