+504.4%
NOW vs ARES
+1,100.6%
-596.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.3% | +1.3% | -0.4% |
| 7D | -1.7% | -0.3% | -1.3% | -1.6% |
| 30D | -27.4% | +15.3% | -42.7% | -32.9% |
| 3M | -19.4% | -5.4% | -14.1% | -18.0% |
| 6M | +13.1% | +10.0% | +3.1% | +5.8% |
| YTD | -34.3% | -14.7% | -19.6% | -31.3% |
| 1Y | -41.8% | -9.7% | -32.1% | -41.0% |
| 3Y | -20.7% | +35.8% | -56.5% | -37.4% |
| 5Y | -27.2% | +80.9% | -108.1% | -51.3% |
| All | +504.4% | +1,100.6% | -596.1% | +128.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling