+23.7%
IP vs ARES
+1,270.2%
-1,246.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | 0.0% | +8.1% | -8.1% | -2.8% |
| 30D | +9.4% | +18.9% | -9.6% | +2.6% |
| 3M | -14.1% | +2.3% | -16.4% | -15.0% |
| 6M | +9.2% | +12.7% | -3.5% | +3.9% |
| YTD | -7.5% | -10.8% | +3.2% | -5.9% |
| 1Y | -2.8% | -5.3% | +2.5% | -3.4% |
| 3Y | +21.2% | +42.0% | -20.8% | +1.0% |
| 5Y | -11.5% | +88.3% | -99.8% | -36.1% |
| 10Y | +23.7% | +1,148.2% | -1,124.6% | -48.1% |
| All | +23.7% | +1,270.2% | -1,246.5% | -48.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling