+1,563.7%
LITE vs ARES
+48.6%
+1,515.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +5.0% | +4.5% |
| 7D | -1.5% | -1.7% | +0.1% | -0.7% |
| 30D | +6.7% | +0.3% | +6.4% | +5.6% |
| 3M | -6.8% | +8.5% | -15.2% | -12.3% |
| 6M | +29.4% | +23.5% | +6.0% | +11.3% |
| YTD | +139.1% | -11.2% | +150.3% | +147.9% |
| 1Y | +521.0% | -19.3% | +540.3% | +593.4% |
| All | +1,563.7% | +48.6% | +1,515.0% | +1,337.8% |
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