+223.5%
GE vs ARES
+1,188.6%
-965.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.8% |
| 7D | +4.0% | +0.8% | +3.3% | +3.8% |
| 30D | +11.1% | +16.7% | -5.7% | +5.0% |
| 3M | -6.7% | -2.6% | -4.1% | -6.2% |
| 6M | +14.3% | +13.0% | +1.3% | +8.3% |
| YTD | +11.7% | -11.7% | +23.5% | +13.7% |
| 1Y | +10.9% | -6.7% | +17.6% | +10.1% |
| 3Y | +279.0% | +40.5% | +238.5% | +216.4% |
| 5Y | +427.0% | +88.2% | +338.8% | +284.0% |
| 10Y | +158.6% | +1,131.0% | -972.4% | +19.7% |
| All | +223.5% | +1,188.6% | -965.1% | +44.4% |
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 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