+1,587.5%
LITE vs ARES
+1,270.2%
+317.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | -13.9% | +8.1% | -22.0% | -17.1% |
| 30D | -46.9% | +18.9% | -65.9% | -51.7% |
| 3M | -28.0% | +2.3% | -30.4% | -30.1% |
| 6M | -35.2% | +12.7% | -47.9% | -40.8% |
| YTD | +58.9% | -10.8% | +69.6% | +58.3% |
| 1Y | +125.3% | -5.3% | +130.6% | +117.7% |
| 3Y | +1,344.4% | +42.0% | +1,302.4% | +1,056.8% |
| 5Y | +541.2% | +88.3% | +452.9% | +330.3% |
| 10Y | +1,587.5% | +1,148.2% | +439.3% | +436.4% |
| All | +1,587.5% | +1,270.2% | +317.3% | +436.4% |
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 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