+663.2%
FLEX vs ARES
+105.6%
+557.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.0% |
| 7D | -0.9% | -1.7% | +0.8% | -0.1% |
| 30D | -10.1% | +0.3% | -10.4% | -10.5% |
| 3M | -31.3% | +8.5% | -39.8% | -34.8% |
| 6M | +71.3% | +23.5% | +47.8% | +49.7% |
| YTD | +81.2% | -11.2% | +92.5% | +86.6% |
| 1Y | +98.5% | -19.3% | +117.8% | +114.8% |
| 3Y | +428.2% | +48.7% | +379.6% | +295.8% |
| All | +663.2% | +105.6% | +557.6% | +341.5% |
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