+553.7%
MS vs ARES
+1,270.2%
-716.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | +0.8% | +8.1% | -7.3% | -2.9% |
| 30D | -0.7% | +18.9% | -19.6% | -8.9% |
| 3M | -12.4% | +2.3% | -14.7% | -13.8% |
| 6M | -1.7% | +12.7% | -14.4% | -8.6% |
| YTD | +8.0% | -10.8% | +18.8% | +10.7% |
| 1Y | +16.2% | -5.3% | +21.5% | +15.2% |
| 3Y | +171.3% | +42.0% | +129.2% | +114.2% |
| 5Y | +124.8% | +88.3% | +36.5% | +47.9% |
| 10Y | +553.7% | +1,148.2% | -594.6% | +106.6% |
| All | +553.7% | +1,270.2% | -716.5% | +106.6% |
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