+140.9%
NOK vs ARES
-23.8%
+164.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +4.7% |
| 7D | +11.0% | -6.1% | +17.0% | +11.5% |
| 30D | +7.8% | -7.5% | +15.4% | +8.4% |
| 3M | -21.0% | +0.1% | -21.1% | -21.0% |
| 6M | +40.9% | +30.3% | +10.6% | +39.7% |
| YTD | +72.0% | -16.6% | +88.6% | +70.0% |
| 1Y | +140.9% | -26.1% | +167.0% | +153.8% |
| All | +140.9% | -23.8% | +164.7% | +153.8% |
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