+106.5%
GLDM vs ARES
+81.3%
+25.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.3% | +0.5% | -2.7% |
| 7D | -5.5% | -0.3% | -5.2% | -5.5% |
| 30D | -7.0% | +15.3% | -22.3% | -7.5% |
| 3M | -12.3% | -5.4% | -6.9% | -12.2% |
| 6M | -17.9% | +10.0% | -27.9% | -18.2% |
| YTD | -10.3% | -14.7% | +4.4% | -10.2% |
| 1Y | -7.8% | -9.7% | +1.9% | -7.9% |
| 3Y | +99.5% | +35.8% | +63.7% | +96.0% |
| 5Y | +106.5% | +80.9% | +25.6% | +100.0% |
| All | +106.5% | +81.3% | +25.2% | +100.0% |
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