+562.5%
LITE vs ARES
+82.0%
+480.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -5.0% |
| 7D | +10.8% | +0.5% | +10.3% | +10.6% |
| 30D | -33.4% | +19.7% | -53.1% | -39.8% |
| 3M | -32.2% | -9.0% | -23.3% | -29.9% |
| 6M | -42.1% | +11.5% | -53.6% | -47.0% |
| YTD | +61.9% | -13.8% | +75.7% | +65.6% |
| 1Y | +163.0% | -5.6% | +168.6% | +153.5% |
| 3Y | +1,358.0% | +36.1% | +1,321.9% | +1,094.9% |
| All | +562.5% | +82.0% | +480.5% | +336.8% |
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 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