+76.2%
FDX vs ARES
+82.0%
-5.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.2% |
| 7D | +5.2% | +0.5% | +4.7% | +5.0% |
| 30D | +11.3% | +19.7% | -8.4% | +5.2% |
| 3M | -4.1% | -9.0% | +4.9% | -1.5% |
| 6M | +9.6% | +11.5% | -1.9% | +5.1% |
| YTD | +40.9% | -13.8% | +54.7% | +45.1% |
| 1Y | +53.0% | -5.6% | +58.6% | +51.8% |
| 3Y | +74.1% | +36.1% | +38.0% | +44.3% |
| All | +76.2% | +82.0% | -5.8% | +19.6% |
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