+620.7%
GEV vs ARES
+11.5%
+609.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.5% |
| 7D | +3.3% | -1.7% | +5.0% | +4.1% |
| 30D | -7.5% | +0.3% | -7.7% | -7.9% |
| 3M | -2.2% | +8.5% | -10.6% | -7.2% |
| 6M | +12.1% | +23.5% | -11.4% | -2.4% |
| YTD | +44.4% | -11.2% | +55.6% | +52.0% |
| 1Y | +57.7% | -19.3% | +76.9% | +77.3% |
| All | +620.7% | +11.5% | +609.2% | +550.3% |
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 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