+506.3%
NOW vs ARES
+1,270.2%
-763.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -2.9% | -3.0% |
| 7D | -8.7% | +8.1% | -16.9% | -12.3% |
| 30D | -29.3% | +18.9% | -48.2% | -35.7% |
| 3M | -21.8% | +2.3% | -24.2% | -23.5% |
| 6M | +9.2% | +12.7% | -3.5% | +1.1% |
| YTD | -35.0% | -10.8% | -24.2% | -33.4% |
| 1Y | -42.5% | -5.3% | -37.2% | -43.1% |
| 3Y | -21.5% | +42.0% | -63.6% | -39.4% |
| 5Y | -25.8% | +88.3% | -114.0% | -51.4% |
| 10Y | +506.3% | +1,148.2% | -641.9% | +123.0% |
| All | +506.3% | +1,270.2% | -763.9% | +123.0% |
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