-16.3%
NOW vs ARES
+37.4%
-53.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -3.0% | +4.5% | -7.5% | -5.0% |
| 30D | -26.0% | +15.7% | -41.8% | -31.2% |
| 3M | -13.1% | -2.0% | -11.1% | -12.9% |
| 6M | +14.5% | +10.4% | +4.1% | +8.0% |
| YTD | -33.4% | -14.2% | -19.2% | -30.4% |
| 1Y | -40.6% | -7.8% | -32.9% | -40.3% |
| 3Y | -16.3% | +41.4% | -57.7% | -31.0% |
| All | -16.3% | +37.4% | -53.7% | -31.0% |
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 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