+3,644.4%
FIX vs ARES
+1,270.2%
+2,374.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.6% |
| 7D | -13.9% | +8.1% | -22.1% | -17.4% |
| 30D | -35.5% | +18.9% | -54.5% | -41.3% |
| 3M | -33.9% | +2.3% | -36.3% | -35.7% |
| 6M | -43.3% | +12.7% | -56.0% | -47.9% |
| YTD | +18.7% | -10.8% | +29.4% | +19.1% |
| 1Y | +13.8% | -5.3% | +19.1% | +10.4% |
| 3Y | +495.0% | +42.0% | +452.9% | +381.9% |
| 5Y | +1,049.0% | +88.3% | +960.8% | +684.4% |
| 10Y | +3,644.4% | +1,148.2% | +2,496.2% | +1,306.9% |
| All | +3,644.4% | +1,270.2% | +2,374.2% | +1,306.9% |
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