-9.5%
LVS vs ARES
+1,112.4%
-1,121.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.3% |
| 7D | -0.8% | +0.5% | -1.3% | -1.1% |
| 30D | +10.0% | +19.7% | -9.7% | +2.4% |
| 3M | -11.0% | -9.0% | -2.1% | -8.1% |
| 6M | -20.1% | +11.5% | -31.7% | -24.9% |
| YTD | -36.3% | -13.8% | -22.5% | -34.8% |
| 1Y | -36.8% | -5.6% | -31.3% | -38.1% |
| 3Y | -9.5% | +36.1% | -45.7% | -28.3% |
| 5Y | +9.3% | +82.7% | -73.4% | -27.1% |
| All | -9.5% | +1,112.4% | -1,121.9% | -65.3% |
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 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