+69.9%
NI vs ARES
+42.5%
+27.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.3% |
| 7D | +2.3% | -0.3% | +2.6% | +2.3% |
| 30D | -1.7% | +1.3% | -3.0% | -1.9% |
| 3M | -8.0% | +10.4% | -18.4% | -9.0% |
| 6M | -8.6% | +29.0% | -37.7% | -11.4% |
| YTD | +2.3% | -12.2% | +14.5% | +4.0% |
| 1Y | +6.9% | -18.4% | +25.4% | +9.6% |
| All | +69.9% | +42.5% | +27.3% | +52.9% |
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 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