+436.7%
GE vs ARES
+105.3%
+331.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | +1.2% | -0.3% | +1.5% | +1.3% |
| 30D | -9.5% | +1.3% | -10.8% | -10.2% |
| 3M | +4.1% | +10.4% | -6.2% | -0.6% |
| 6M | +3.9% | +29.0% | -25.1% | -7.6% |
| YTD | +9.0% | -12.2% | +21.2% | +12.2% |
| 1Y | +21.9% | -18.4% | +40.4% | +28.5% |
| 3Y | +281.8% | +43.2% | +238.6% | +202.0% |
| 5Y | +436.7% | +102.6% | +334.1% | +245.4% |
| All | +436.7% | +105.3% | +331.4% | +245.4% |
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