+26.5%
IP vs ARES
+1,191.6%
-1,165.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -5.1% | +4.5% | -9.6% | -6.6% |
| 30D | +8.5% | +15.7% | -7.2% | +2.9% |
| 3M | -13.8% | -2.0% | -11.8% | -13.4% |
| 6M | +5.7% | +10.4% | -4.7% | +1.4% |
| YTD | -9.1% | -14.2% | +5.1% | -6.2% |
| 1Y | -0.8% | -7.8% | +6.9% | -0.5% |
| 3Y | +14.8% | +41.4% | -26.6% | -4.1% |
| 5Y | -11.5% | +83.7% | -95.2% | -35.4% |
| All | +26.5% | +1,191.6% | -1,165.1% | -46.4% |
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