-42.7%
FIS vs ARES
-20.5%
-22.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.4% | -2.7% |
| 7D | -9.1% | -2.7% | -6.4% | -8.5% |
| 30D | -10.4% | -2.4% | -8.1% | -9.9% |
| 3M | -3.7% | +3.9% | -7.6% | -4.6% |
| 6M | -24.8% | +26.4% | -51.2% | -29.1% |
| YTD | -41.6% | -14.9% | -26.7% | -40.2% |
| 1Y | -42.7% | -20.4% | -22.3% | -43.0% |
| All | -42.7% | -20.5% | -22.2% | -43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling