+1,449.6%
NET vs ARES
+477.5%
+972.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.3% |
| 7D | -7.0% | -1.7% | -5.3% | -5.8% |
| 30D | -4.8% | +0.3% | -5.1% | -4.8% |
| 3M | +3.8% | +8.5% | -4.6% | -2.8% |
| 6M | +50.0% | +23.5% | +26.6% | +26.0% |
| YTD | +41.5% | -11.2% | +52.7% | +46.3% |
| 1Y | +32.8% | -19.3% | +52.1% | +45.2% |
| 3Y | +335.9% | +48.7% | +287.2% | +196.1% |
| 5Y | +113.8% | +106.5% | +7.3% | +18.4% |
| All | +1,449.6% | +477.5% | +972.0% | +542.9% |
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