+189.0%
LMT vs ARES
+971.5%
-782.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +1.5% |
| 7D | -0.5% | -7.7% | +7.2% | +0.8% |
| 30D | -10.8% | -8.7% | -2.0% | -9.5% |
| 3M | +1.6% | +2.8% | -1.2% | +0.8% |
| 6M | -17.6% | +23.1% | -40.6% | -20.9% |
| YTD | +11.6% | -17.3% | +28.8% | +14.0% |
| 1Y | +17.2% | -24.3% | +41.5% | +21.3% |
| 3Y | +35.7% | +34.9% | +0.8% | +21.6% |
| 5Y | +75.2% | +93.5% | -18.3% | +40.0% |
| All | +189.0% | +971.5% | -782.5% | +55.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling