+308.5%
JCI vs ARES
+1,142.0%
-833.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +2.8% |
| 7D | +2.9% | +0.8% | +2.1% | +2.7% |
| 30D | -6.9% | +16.7% | -23.7% | -12.1% |
| 3M | -6.3% | -2.6% | -3.7% | -6.1% |
| 6M | +2.6% | +13.0% | -10.4% | -3.1% |
| YTD | +21.8% | -11.7% | +33.5% | +23.2% |
| 1Y | +19.6% | -6.7% | +26.3% | +18.1% |
| 3Y | +194.9% | +40.5% | +154.4% | +143.9% |
| 5Y | +108.1% | +88.2% | +19.9% | +49.6% |
| All | +308.5% | +1,142.0% | -833.5% | +81.1% |
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