+1,381.0%
NET vs ARES
+469.9%
+911.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.1% | -8.7% | -6.5% |
| 7D | -16.4% | +10.5% | -26.9% | -22.1% |
| 30D | -25.8% | +16.8% | -42.7% | -33.5% |
| 3M | -11.5% | -3.2% | -8.3% | -10.7% |
| 6M | +18.9% | +16.4% | +2.5% | +4.1% |
| YTD | +35.2% | -12.4% | +47.6% | +39.2% |
| 1Y | +14.5% | -6.9% | +21.3% | +12.4% |
| 3Y | +313.8% | +40.3% | +273.5% | +188.4% |
| 5Y | +32.6% | +86.2% | -53.6% | -24.9% |
| All | +1,381.0% | +469.9% | +911.1% | +511.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling