+1,452.6%
FLEX vs ARES
+1,196.0%
+256.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.9% |
| 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% | -34.4% |
| 6M | +71.3% | +23.5% | +47.8% | +52.2% |
| YTD | +81.2% | -11.2% | +92.5% | +84.7% |
| 1Y | +98.5% | -19.3% | +117.8% | +110.6% |
| 3Y | +428.2% | +48.7% | +379.6% | +320.6% |
| 5Y | +657.3% | +106.5% | +550.7% | +408.2% |
| 10Y | +995.9% | +1,055.3% | -59.4% | +334.5% |
| All | +1,452.6% | +1,196.0% | +256.6% | +477.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling