+948.1%
FIX vs ARES
+83.4%
+864.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.3% | +5.4% |
| 7D | -17.5% | +4.5% | -22.0% | -19.8% |
| 30D | -41.6% | +15.7% | -57.3% | -46.3% |
| 3M | -40.6% | -2.0% | -38.6% | -41.0% |
| 6M | -49.4% | +10.4% | -59.8% | -53.3% |
| YTD | +9.2% | -14.2% | +23.4% | +12.6% |
| 1Y | +6.5% | -7.8% | +14.2% | +4.7% |
| 3Y | +448.7% | +41.4% | +407.3% | +343.3% |
| All | +948.1% | +83.4% | +864.7% | +615.4% |
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