-80.3%
FIG vs ARES
-23.6%
-56.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.1% | -4.6% | -5.2% |
| 7D | -16.4% | -0.3% | -16.0% | -16.2% |
| 30D | -2.3% | +1.3% | -3.6% | -2.7% |
| 3M | +7.8% | +10.4% | -2.5% | +3.0% |
| 6M | -21.8% | +29.0% | -50.9% | -30.8% |
| YTD | -39.1% | -12.2% | -26.9% | -36.1% |
| 1Y | -56.6% | -18.4% | -38.2% | -54.2% |
| All | -80.3% | -23.6% | -56.7% | -79.2% |
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