+227.7%
GDX vs ARES
+105.3%
+122.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.6% |
| 7D | +4.0% | -0.3% | +4.3% | +4.0% |
| 30D | +9.5% | +1.3% | +8.2% | +9.1% |
| 3M | +25.1% | +10.4% | +14.7% | +22.4% |
| 6M | -2.9% | +29.0% | -31.9% | -7.9% |
| YTD | +14.7% | -12.2% | +26.9% | +16.5% |
| 1Y | +47.4% | -18.4% | +65.9% | +51.5% |
| 3Y | +259.7% | +43.2% | +216.5% | +219.3% |
| 5Y | +227.7% | +102.6% | +125.1% | +161.3% |
| All | +227.7% | +105.3% | +122.4% | +161.3% |
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 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