+93.1%
META vs ARES
+90.6%
+2.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.2% | +0.9% | +3.1% |
| 7D | +5.7% | +5.0% | +0.7% | +3.2% |
| 30D | -10.8% | +19.1% | -29.8% | -18.3% |
| 3M | +8.4% | +3.1% | +5.3% | +6.1% |
| 6M | +5.4% | +12.9% | -7.5% | -2.1% |
| YTD | -2.6% | -10.7% | +8.1% | -0.2% |
| 1Y | +3.5% | -5.5% | +9.1% | +2.1% |
| 3Y | +102.0% | +45.0% | +57.0% | +44.9% |
| 5Y | +93.1% | +87.4% | +5.7% | +11.0% |
| All | +93.1% | +90.6% | +2.5% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling