+336.0%
IR vs ARES
+949.0%
-613.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.7% |
| 7D | +2.5% | +0.5% | +2.0% | +2.3% |
| 30D | +9.2% | +19.7% | -10.5% | +0.2% |
| 3M | +0.9% | -9.0% | +9.9% | +4.7% |
| 6M | +19.2% | +11.5% | +7.7% | +11.7% |
| YTD | +7.5% | -13.8% | +21.3% | +11.0% |
| 1Y | +11.7% | -5.6% | +17.3% | +9.9% |
| 3Y | +23.9% | +36.1% | -12.2% | -1.7% |
| 5Y | +46.4% | +82.7% | -36.3% | -3.8% |
| All | +336.0% | +949.0% | -613.1% | +19.4% |
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