+3,800.0%
FIX vs ARES
+1,313.3%
+2,486.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.2% | +5.2% | +7.4% |
| 7D | -7.2% | +5.0% | -12.2% | -9.8% |
| 30D | -35.1% | +19.1% | -54.2% | -40.9% |
| 3M | -34.3% | +3.1% | -37.3% | -36.2% |
| 6M | -42.9% | +12.9% | -55.8% | -47.6% |
| YTD | +19.5% | -10.7% | +30.1% | +19.8% |
| 1Y | +16.8% | -5.5% | +22.3% | +13.5% |
| 3Y | +506.7% | +45.0% | +461.7% | +387.1% |
| 5Y | +1,046.7% | +87.4% | +959.3% | +685.2% |
| 10Y | +3,800.0% | +1,267.4% | +2,532.6% | +1,293.0% |
| All | +3,800.0% | +1,313.3% | +2,486.7% | +1,293.0% |
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 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