+376.3%
NI vs ARES
+1,157.9%
-781.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.4% |
| 7D | +4.3% | +0.5% | +3.8% | +4.2% |
| 30D | +12.4% | +19.7% | -7.3% | +9.0% |
| 3M | +10.2% | -9.0% | +19.2% | +11.7% |
| 6M | -0.8% | +11.5% | -12.4% | -3.2% |
| YTD | +13.2% | -13.8% | +27.1% | +14.6% |
| 1Y | +10.1% | -5.6% | +15.7% | +9.4% |
| 3Y | +103.1% | +36.1% | +67.0% | +84.2% |
| 5Y | +115.5% | +82.7% | +32.9% | +80.4% |
| 10Y | +195.5% | +1,101.7% | -906.2% | +94.7% |
| All | +376.3% | +1,157.9% | -781.6% | +213.5% |
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