+71.5%
FDX vs ARES
+36.2%
+35.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | -0.2% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | +9.9% | +15.3% | -5.4% | +6.0% |
| 3M | -1.9% | -5.4% | +3.5% | -0.7% |
| 6M | +6.1% | +10.0% | -3.9% | +3.1% |
| YTD | +38.8% | -14.7% | +53.5% | +43.9% |
| 1Y | +50.0% | -9.7% | +59.7% | +52.0% |
| All | +71.5% | +36.2% | +35.3% | +50.9% |
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 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