+1,103.8%
LITE vs ARES
+37.2%
+1,066.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -2.3% | -16.4% | -17.6% |
| 7D | -44.6% | +4.9% | -49.5% | -46.2% |
| 30D | -55.0% | +13.6% | -68.6% | -58.2% |
| 3M | -38.3% | -3.3% | -35.0% | -38.4% |
| 6M | -48.8% | +11.0% | -59.8% | -53.2% |
| YTD | +38.3% | -14.4% | +52.7% | +45.0% |
| 1Y | +119.0% | -9.1% | +128.1% | +118.4% |
| All | +1,103.8% | +37.2% | +1,066.7% | +1,041.9% |
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