+184.5%
NOK vs ARES
+38.2%
+146.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.6% |
| 7D | +9.3% | -2.7% | +12.0% | +9.8% |
| 30D | +17.9% | -2.4% | +20.2% | +18.2% |
| 3M | -22.3% | +3.9% | -26.2% | -23.0% |
| 6M | +36.4% | +26.4% | +10.0% | +30.3% |
| YTD | +66.3% | -14.9% | +81.2% | +70.0% |
| 1Y | +134.4% | -20.4% | +154.8% | +143.0% |
| All | +184.5% | +38.2% | +146.3% | +134.8% |
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 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