+34.0%
MSCI vs ARES
+36.2%
-2.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.3% | +1.8% | -0.7% |
| 7D | -0.7% | -0.3% | -0.3% | -0.6% |
| 30D | +16.2% | +15.3% | +0.9% | +12.3% |
| 3M | +16.1% | -5.4% | +21.5% | +17.3% |
| 6M | +12.9% | +10.0% | +2.9% | +9.7% |
| YTD | +14.8% | -14.7% | +29.5% | +17.7% |
| 1Y | +13.8% | -9.7% | +23.5% | +14.7% |
| All | +34.0% | +36.2% | -2.2% | +29.3% |
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