+412.1%
LIN vs ARES
+1,270.2%
-858.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.0% | +8.1% | -6.1% | 0.0% |
| 30D | +7.9% | +18.9% | -11.1% | +3.1% |
| 3M | +6.3% | +2.3% | +4.0% | +5.3% |
| 6M | +6.5% | +12.7% | -6.2% | +2.2% |
| YTD | +23.6% | -10.8% | +34.3% | +24.6% |
| 1Y | +25.7% | -5.3% | +31.0% | +24.3% |
| 3Y | +35.6% | +42.0% | -6.4% | +13.6% |
| 5Y | +65.9% | +88.3% | -22.4% | +22.4% |
| 10Y | +412.1% | +1,148.2% | -736.2% | +155.2% |
| All | +412.1% | +1,270.2% | -858.1% | +155.2% |
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