+606.9%
GEV vs ARES
+3.9%
+603.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -1.4% |
| 7D | -1.9% | -7.7% | +5.8% | +2.1% |
| 30D | -8.7% | -8.7% | 0.0% | -4.7% |
| 3M | +6.6% | +2.8% | +3.8% | +3.8% |
| 6M | +10.2% | +23.1% | -12.8% | -4.5% |
| YTD | +41.6% | -17.3% | +58.9% | +54.5% |
| 1Y | +43.9% | -24.3% | +68.2% | +66.7% |
| All | +606.9% | +3.9% | +603.0% | +560.9% |
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