+105.3%
FAST vs ARES
+82.0%
+23.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | +4.2% | +0.5% | +3.7% | +4.0% |
| 30D | +6.7% | +19.7% | -13.0% | +2.5% |
| 3M | +8.0% | -9.0% | +17.0% | +10.0% |
| 6M | +27.4% | +11.5% | +15.9% | +23.5% |
| YTD | +40.5% | -13.8% | +54.3% | +43.6% |
| 1Y | +38.4% | -5.6% | +43.9% | +37.8% |
| 3Y | +98.7% | +36.1% | +62.6% | +71.7% |
| All | +105.3% | +82.0% | +23.4% | +56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling