+17.8%
JD vs ARES
+37.4%
-19.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +13.4% | +4.5% | +8.8% | +12.5% |
| 30D | +7.7% | +15.7% | -8.1% | +5.2% |
| 3M | -11.3% | -2.0% | -9.3% | -11.2% |
| 6M | -5.1% | +10.4% | -15.6% | -7.3% |
| YTD | +5.0% | -14.2% | +19.3% | +6.9% |
| 1Y | -5.6% | -7.8% | +2.1% | -5.4% |
| 3Y | +17.8% | +41.4% | -23.6% | +19.5% |
| All | +17.8% | +37.4% | -19.7% | +19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling