+34.1%
LMT vs ARES
-7.5%
+41.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.4% |
| 7D | +5.1% | +0.5% | +4.6% | +5.1% |
| 30D | +14.1% | +19.7% | -5.5% | +12.5% |
| 3M | +0.3% | -9.0% | +9.3% | +0.7% |
| 6M | +16.1% | +11.5% | +4.6% | +14.8% |
| YTD | +25.5% | -13.8% | +39.3% | +32.0% |
| 1Y | +34.1% | -5.6% | +39.7% | +46.1% |
| All | +34.1% | -7.5% | +41.7% | +46.1% |
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