+417.3%
LIN vs ARES
+1,313.3%
-896.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.2% | -0.1% |
| 7D | +0.1% | +5.0% | -4.9% | -1.1% |
| 30D | +7.6% | +19.1% | -11.5% | +2.8% |
| 3M | +6.5% | +3.1% | +3.5% | +5.3% |
| 6M | +6.2% | +12.9% | -6.7% | +1.9% |
| YTD | +23.2% | -10.7% | +33.9% | +24.3% |
| 1Y | +25.4% | -5.5% | +31.0% | +24.1% |
| 3Y | +38.3% | +45.0% | -6.7% | +15.2% |
| 5Y | +64.4% | +87.4% | -23.0% | +21.7% |
| 10Y | +417.3% | +1,267.4% | -850.1% | +153.8% |
| All | +417.3% | +1,313.3% | -896.0% | +153.8% |
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