+424.8%
FLEX vs ARES
+82.0%
+342.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.5% |
| 7D | +7.5% | +0.5% | +7.0% | +7.3% |
| 30D | -25.3% | +19.7% | -44.9% | -32.5% |
| 3M | -39.7% | -9.0% | -30.7% | -37.3% |
| 6M | -47.9% | +11.5% | -59.4% | -51.8% |
| YTD | +24.1% | -13.8% | +37.9% | +28.8% |
| 1Y | +26.0% | -5.6% | +31.5% | +23.2% |
| 3Y | +282.7% | +36.1% | +246.6% | +197.3% |
| All | +424.8% | +82.0% | +342.8% | +233.9% |
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 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