+2.5%
LIN vs ARES
-18.2%
+20.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | -2.1% | -1.7% | -0.4% | -2.1% |
| 30D | -2.4% | +0.3% | -2.7% | -2.4% |
| 3M | -5.6% | +8.5% | -14.1% | -5.8% |
| 6M | -3.4% | +23.5% | -26.9% | -3.7% |
| YTD | +13.1% | -11.2% | +24.3% | +15.7% |
| 1Y | +2.5% | -19.3% | +21.8% | +7.5% |
| All | +2.5% | -18.2% | +20.7% | +7.5% |
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 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