+64.6%
MAR vs ARES
+47.3%
+17.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.0% |
| 7D | -1.7% | -0.3% | -1.4% | -1.6% |
| 30D | -6.9% | +1.3% | -8.2% | -7.4% |
| 3M | -15.8% | +10.4% | -26.2% | -19.0% |
| 6M | +1.9% | +29.0% | -27.1% | -7.7% |
| YTD | +6.6% | -12.2% | +18.8% | +9.9% |
| 1Y | +23.7% | -18.4% | +42.1% | +30.3% |
| 3Y | +64.6% | +43.2% | +21.4% | +40.1% |
| All | +64.6% | +47.3% | +17.3% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling