+416.7%
FLEX vs ARES
+83.4%
+333.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.5% |
| 7D | -19.3% | +4.5% | -23.9% | -21.6% |
| 30D | -41.5% | +15.7% | -57.3% | -46.2% |
| 3M | -43.1% | -2.0% | -41.1% | -43.2% |
| 6M | -48.2% | +10.4% | -58.6% | -51.9% |
| YTD | +15.5% | -14.2% | +29.7% | +20.0% |
| 1Y | +10.2% | -7.8% | +18.0% | +9.2% |
| 3Y | +256.8% | +41.4% | +215.4% | +171.1% |
| All | +416.7% | +83.4% | +333.3% | +226.8% |
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