+494.2%
FIX vs ARES
+37.5%
+456.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.9% |
| 7D | +9.4% | +0.5% | +9.0% | +9.3% |
| 30D | -27.8% | +19.7% | -47.4% | -35.0% |
| 3M | -35.6% | -9.0% | -26.6% | -33.0% |
| 6M | -45.2% | +11.5% | -56.8% | -49.9% |
| YTD | +19.5% | -13.8% | +33.3% | +25.8% |
| 1Y | +24.2% | -5.6% | +29.8% | +20.7% |
| 3Y | +494.2% | +36.1% | +458.0% | +370.0% |
| All | +494.2% | +37.5% | +456.7% | +370.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling