+1,172.1%
LITE vs ARES
+37.4%
+1,134.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.6% |
| 7D | -35.9% | +4.5% | -40.5% | -37.7% |
| 30D | -51.5% | +15.7% | -67.3% | -55.4% |
| 3M | -35.7% | -2.0% | -33.7% | -36.2% |
| 6M | -43.0% | +10.4% | -53.4% | -47.7% |
| YTD | +46.1% | -14.2% | +60.4% | +53.0% |
| 1Y | +124.7% | -7.8% | +132.5% | +121.6% |
| 3Y | +1,172.1% | +41.4% | +1,130.7% | +1,105.5% |
| All | +1,172.1% | +37.4% | +1,134.6% | +1,105.5% |
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