+404.3%
META vs ARES
+1,191.6%
-787.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.8% | +4.5% | -5.3% | -2.8% |
| 30D | -15.4% | +15.7% | -31.2% | -20.8% |
| 3M | +3.5% | -2.0% | +5.5% | +3.7% |
| 6M | -0.3% | +10.4% | -10.7% | -5.6% |
| YTD | -7.3% | -14.2% | +6.9% | -4.4% |
| 1Y | -1.1% | -7.8% | +6.7% | -1.7% |
| 3Y | +95.1% | +41.4% | +53.7% | +56.4% |
| 5Y | +80.6% | +83.7% | -3.1% | +25.9% |
| All | +404.3% | +1,191.6% | -787.3% | +117.8% |
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 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