+25.9%
LMT vs ARES
-9.0%
+34.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +6.1% | -13.0% | -7.3% |
| 7D | -5.5% | +10.5% | -16.0% | -6.2% |
| 30D | +17.5% | +16.8% | +0.6% | +16.0% |
| 3M | +1.6% | -3.2% | +4.8% | +1.6% |
| 6M | +16.3% | +16.4% | -0.1% | +14.7% |
| YTD | +25.3% | -12.4% | +37.7% | +30.9% |
| 1Y | +25.9% | -6.9% | +32.7% | +34.7% |
| All | +25.9% | -9.0% | +34.8% | +34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling