+88.5%
MA vs ARES
+82.0%
+6.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.0% |
| 7D | +1.3% | +0.5% | +0.8% | +1.1% |
| 30D | +9.6% | +19.7% | -10.1% | +4.1% |
| 3M | +16.8% | -9.0% | +25.8% | +19.6% |
| 6M | +35.2% | +11.5% | +23.6% | +29.6% |
| YTD | +16.6% | -13.8% | +30.4% | +19.7% |
| 1Y | +19.8% | -5.6% | +25.4% | +18.9% |
| 3Y | +70.7% | +36.1% | +34.6% | +39.5% |
| All | +88.5% | +82.0% | +6.5% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling