+39.4%
GM vs ARES
-9.0%
+48.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.1% | -1.5% | +3.0% |
| 7D | +12.1% | +10.5% | +1.5% | +9.3% |
| 30D | +15.2% | +16.8% | -1.6% | +10.8% |
| 3M | +4.9% | -3.2% | +8.1% | +5.4% |
| 6M | +22.6% | +16.4% | +6.2% | +17.8% |
| YTD | +14.4% | -12.4% | +26.8% | +19.4% |
| 1Y | +39.4% | -6.9% | +46.3% | +39.1% |
| All | +39.4% | -9.0% | +48.4% | +39.1% |
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