+14.5%
NET vs ARES
-9.0%
+23.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.1% | -8.7% | -4.2% |
| 7D | -16.4% | +10.5% | -26.9% | -18.9% |
| 30D | -25.8% | +16.8% | -42.7% | -29.4% |
| 3M | -11.5% | -3.2% | -8.3% | -10.7% |
| 6M | +18.9% | +16.4% | +2.5% | +13.2% |
| YTD | +35.2% | -12.4% | +47.6% | +32.5% |
| 1Y | +14.5% | -6.9% | +21.3% | +5.1% |
| All | +14.5% | -9.0% | +23.4% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling