+95.1%
META vs ARES
+37.4%
+57.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.8% | +4.5% | -5.3% | -2.5% |
| 30D | -15.4% | +15.7% | -31.2% | -20.2% |
| 3M | +3.5% | -2.0% | +5.5% | +3.8% |
| 6M | -0.3% | +10.4% | -10.7% | -4.9% |
| YTD | -7.3% | -14.2% | +6.9% | -2.5% |
| 1Y | -1.1% | -7.8% | +6.7% | -0.3% |
| 3Y | +95.1% | +41.4% | +53.7% | +51.0% |
| All | +95.1% | +37.4% | +57.6% | +51.0% |
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