-23.6%
GIS vs ARES
-22.9%
-0.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.3% | -3.0% |
| 7D | -8.4% | -7.7% | -0.7% | -8.4% |
| 30D | -5.2% | -8.7% | +3.5% | -5.1% |
| 3M | +8.2% | +2.8% | +5.3% | +8.6% |
| 6M | -12.0% | +23.1% | -35.1% | -11.6% |
| YTD | -18.9% | -17.3% | -1.6% | -19.5% |
| 1Y | -23.6% | -24.3% | +0.7% | -23.5% |
| All | -23.6% | -22.9% | -0.8% | -23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling