+102.8%
NOK vs ARES
+90.2%
+12.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -0.5% |
| 7D | +8.7% | -7.7% | +16.4% | +11.2% |
| 30D | +12.5% | -8.7% | +21.2% | +15.3% |
| 3M | -20.7% | +2.8% | -23.6% | -21.8% |
| 6M | +36.2% | +23.1% | +13.1% | +26.3% |
| YTD | +64.1% | -17.3% | +81.4% | +70.5% |
| 1Y | +132.4% | -24.3% | +156.7% | +147.8% |
| 3Y | +182.9% | +34.9% | +147.9% | +124.8% |
| 5Y | +102.8% | +93.5% | +9.3% | +31.7% |
| All | +102.8% | +90.2% | +12.6% | +31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling