+23.5%
LIN vs ARES
-10.4%
+33.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.6% | -0.7% |
| 7D | +0.2% | -0.3% | +0.6% | +0.2% |
| 30D | +6.2% | +15.3% | -9.1% | +6.1% |
| 3M | +9.3% | -5.4% | +14.7% | +9.2% |
| 6M | +4.4% | +10.0% | -5.7% | +4.2% |
| YTD | +23.7% | -14.7% | +38.4% | +26.5% |
| 1Y | +23.5% | -9.7% | +33.1% | +24.4% |
| All | +23.5% | -10.4% | +33.9% | +24.4% |
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