+396.0%
GE vs ARES
+90.6%
+305.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.4% | +2.2% |
| 7D | +6.3% | +5.0% | +1.3% | +4.3% |
| 30D | +8.9% | +19.1% | -10.2% | +1.6% |
| 3M | -9.2% | +3.1% | -12.3% | -10.7% |
| 6M | +13.2% | +12.9% | +0.4% | +6.8% |
| YTD | +9.4% | -10.7% | +20.0% | +11.6% |
| 1Y | +9.8% | -5.5% | +15.3% | +8.7% |
| 3Y | +278.2% | +45.0% | +233.2% | +196.6% |
| 5Y | +396.0% | +87.4% | +308.6% | +229.3% |
| All | +396.0% | +90.6% | +305.4% | +229.3% |
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