+1,280.0%
NOW vs ARES
+1,196.0%
+84.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.5% |
| 7D | -2.4% | -1.7% | -0.7% | -1.5% |
| 30D | +20.5% | +0.3% | +20.2% | +20.4% |
| 3M | +18.3% | +8.5% | +9.9% | +13.3% |
| 6M | +24.1% | +23.5% | +0.6% | +11.6% |
| YTD | -7.8% | -11.2% | +3.4% | -4.7% |
| 1Y | -21.4% | -19.3% | -2.1% | -15.9% |
| 3Y | +19.5% | +48.7% | -29.1% | -5.6% |
| 5Y | +4.1% | +106.5% | -102.5% | -29.3% |
| 10Y | +826.4% | +1,055.3% | -228.9% | +271.3% |
| All | +1,280.0% | +1,196.0% | +84.1% | +421.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling