+55.8%
LHX vs ARES
+34.3%
+21.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.6% |
| 7D | -4.8% | -7.7% | +2.9% | -4.1% |
| 30D | -12.7% | -8.7% | -4.0% | -12.0% |
| 3M | -17.6% | +2.8% | -20.5% | -18.0% |
| 6M | -30.7% | +23.1% | -53.8% | -32.2% |
| YTD | -14.3% | -17.3% | +2.9% | -12.8% |
| 1Y | -8.4% | -24.3% | +15.9% | -6.0% |
| All | +55.8% | +34.3% | +21.5% | +51.9% |
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