+63.3%
LIN vs ARES
+83.4%
-20.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | +0.2% | +4.5% | -4.4% | -0.7% |
| 30D | +6.5% | +15.7% | -9.3% | +3.3% |
| 3M | +5.5% | -2.0% | +7.5% | +5.6% |
| 6M | +3.3% | +10.4% | -7.1% | +0.4% |
| YTD | +22.0% | -14.2% | +36.3% | +24.8% |
| 1Y | +25.7% | -7.8% | +33.5% | +25.8% |
| 3Y | +36.2% | +41.4% | -5.1% | +13.6% |
| All | +63.3% | +83.4% | -20.0% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling