+156.3%
FDX vs ARES
+1,313.3%
-1,157.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.2% | -0.7% | +2.1% |
| 7D | +0.2% | +5.0% | -4.8% | -1.4% |
| 30D | +9.3% | +19.1% | -9.8% | +3.1% |
| 3M | +0.5% | +3.1% | -2.6% | -0.8% |
| 6M | +5.3% | +12.9% | -7.5% | +0.3% |
| YTD | +38.6% | -10.7% | +49.2% | +40.3% |
| 1Y | +53.5% | -5.5% | +59.1% | +51.9% |
| 3Y | +74.2% | +45.0% | +29.2% | +42.7% |
| 5Y | +75.3% | +87.4% | -12.1% | +26.0% |
| 10Y | +156.3% | +1,267.4% | -1,111.2% | +8.9% |
| All | +156.3% | +1,313.3% | -1,157.0% | +8.9% |
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