+543.9%
MAR vs ARES
+1,196.0%
-652.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.4% |
| 7D | -4.2% | -1.7% | -2.5% | -3.6% |
| 30D | -6.7% | +0.3% | -6.9% | -6.9% |
| 3M | -12.5% | +8.5% | -21.0% | -15.6% |
| 6M | +0.6% | +23.5% | -22.9% | -8.0% |
| YTD | +9.1% | -11.2% | +20.3% | +10.7% |
| 1Y | +26.2% | -19.3% | +45.5% | +31.6% |
| 3Y | +68.2% | +48.7% | +19.5% | +39.2% |
| 5Y | +163.9% | +106.5% | +57.4% | +91.0% |
| 10Y | +420.6% | +1,055.3% | -634.8% | +147.2% |
| All | +543.9% | +1,196.0% | -652.1% | +187.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling