+18.9%
JCI vs ARES
-7.3%
+26.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +2.5% |
| 7D | +2.9% | +0.8% | +2.1% | +2.8% |
| 30D | -6.9% | +16.7% | -23.7% | -7.9% |
| 3M | -6.3% | -2.6% | -3.7% | -6.0% |
| 6M | +2.6% | +13.0% | -10.4% | +1.7% |
| YTD | +21.8% | -11.7% | +33.5% | +19.6% |
| All | +18.9% | -7.3% | +26.2% | +15.3% |
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