+37.8%
LIN vs ARES
+37.2%
+0.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.4% |
| 7D | +3.6% | +4.9% | -1.3% | +3.1% |
| 30D | +6.4% | +13.6% | -7.2% | +5.0% |
| 3M | +6.5% | -3.3% | +9.8% | +6.7% |
| 6M | +4.9% | +11.0% | -6.1% | +3.3% |
| YTD | +23.4% | -14.4% | +37.8% | +26.0% |
| 1Y | +26.3% | -9.1% | +35.5% | +27.4% |
| All | +37.8% | +37.2% | +0.7% | +30.9% |
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