+96.8%
META vs ARES
+37.5%
+59.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.5% |
| 7D | +5.2% | +0.5% | +4.7% | +5.0% |
| 30D | -13.0% | +19.7% | -32.7% | -18.9% |
| 3M | +7.9% | -9.0% | +16.9% | +11.4% |
| 6M | +4.2% | +11.5% | -7.3% | -0.9% |
| YTD | -2.5% | -13.8% | +11.3% | +2.4% |
| 1Y | +5.6% | -5.6% | +11.2% | +5.3% |
| 3Y | +96.8% | +36.1% | +60.7% | +54.4% |
| All | +96.8% | +37.5% | +59.3% | +54.4% |
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