+9.9%
IR vs ARES
-10.4%
+20.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | +1.0% |
| 7D | +4.2% | -0.3% | +4.5% | +4.3% |
| 30D | +8.1% | +15.3% | -7.2% | +4.8% |
| 3M | +0.7% | -5.4% | +6.0% | +1.8% |
| 6M | +16.6% | +10.0% | +6.6% | +14.1% |
| YTD | +7.8% | -14.7% | +22.4% | +10.9% |
| 1Y | +9.9% | -9.7% | +19.6% | +12.4% |
| All | +9.9% | -10.4% | +20.3% | +12.4% |
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 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