+29.6%
LUV vs ARES
-18.2%
+47.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.6% |
| 7D | +0.4% | -1.7% | +2.1% | +1.0% |
| 30D | -18.4% | +0.3% | -18.7% | -18.6% |
| 3M | -3.2% | +8.5% | -11.7% | -6.0% |
| 6M | -14.8% | +23.5% | -38.3% | -21.2% |
| YTD | -2.9% | -11.2% | +8.4% | -1.1% |
| 1Y | +29.6% | -19.3% | +48.9% | +32.3% |
| All | +29.6% | -18.2% | +47.8% | +32.3% |
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