+41.1%
IGV vs ARES
+47.3%
-6.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.4% |
| 7D | -3.3% | -0.3% | -3.0% | -3.2% |
| 30D | 0.0% | +1.3% | -1.3% | -0.5% |
| 3M | +7.3% | +10.4% | -3.0% | +2.7% |
| 6M | +16.7% | +29.0% | -12.3% | +4.1% |
| YTD | -2.8% | -12.2% | +9.3% | +0.9% |
| 1Y | -6.7% | -18.4% | +11.8% | -0.5% |
| 3Y | +41.1% | +43.2% | -2.1% | +16.7% |
| All | +41.1% | +47.3% | -6.2% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling