-19.5%
NOW vs ARES
+40.9%
-60.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.6% |
| 7D | -5.6% | +0.8% | -6.3% | -5.9% |
| 30D | -26.8% | +16.7% | -43.5% | -32.1% |
| 3M | -19.4% | -2.6% | -16.8% | -18.9% |
| 6M | +12.3% | +13.0% | -0.6% | +4.9% |
| YTD | -32.9% | -11.7% | -21.2% | -30.8% |
| 1Y | -40.3% | -6.7% | -33.6% | -40.3% |
| All | -19.5% | +40.9% | -60.4% | -33.2% |
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