+216.7%
GE vs ARES
+1,204.3%
-987.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.4% | +2.3% |
| 7D | +6.3% | +5.0% | +1.3% | +4.4% |
| 30D | +8.9% | +19.1% | -10.2% | +2.2% |
| 3M | -9.2% | +3.1% | -12.3% | -10.6% |
| 6M | +13.2% | +12.9% | +0.4% | +7.4% |
| YTD | +9.4% | -10.7% | +20.0% | +10.8% |
| 1Y | +9.8% | -5.5% | +15.3% | +8.5% |
| 3Y | +278.2% | +45.0% | +233.2% | +212.2% |
| 5Y | +396.0% | +87.4% | +308.6% | +261.9% |
| 10Y | +162.4% | +1,267.4% | -1,105.1% | +19.8% |
| All | +216.7% | +1,204.3% | -987.7% | +40.7% |
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