+322.4%
NET vs ARES
+40.4%
+282.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.1% | -8.7% | -5.5% |
| 7D | -16.4% | +10.5% | -26.9% | -20.7% |
| 30D | -25.8% | +16.8% | -42.7% | -31.8% |
| 3M | -11.5% | -3.2% | -8.3% | -10.6% |
| 6M | +18.9% | +16.4% | +2.5% | +7.7% |
| YTD | +35.2% | -12.4% | +47.6% | +41.1% |
| 1Y | +14.5% | -6.9% | +21.3% | +14.6% |
| All | +322.4% | +40.4% | +282.0% | +210.1% |
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 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