+217.7%
GE vs ARES
+1,196.0%
-978.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.4% |
| 7D | -1.6% | -1.7% | +0.1% | -1.0% |
| 30D | -11.6% | +0.3% | -11.8% | -11.9% |
| 3M | +3.0% | +8.5% | -5.5% | -0.7% |
| 6M | -0.5% | +23.5% | -24.0% | -9.2% |
| YTD | +9.7% | -11.2% | +21.0% | +11.6% |
| 1Y | +20.0% | -19.3% | +39.3% | +25.6% |
| 3Y | +275.8% | +48.7% | +227.2% | +207.6% |
| 5Y | +429.1% | +106.5% | +322.5% | +274.1% |
| 10Y | +151.2% | +1,055.3% | -904.2% | +16.8% |
| All | +217.7% | +1,196.0% | -978.3% | +41.8% |
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