+900.0%
NOW vs ARES
+1,149.6%
-249.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.3% | -3.6% | -4.9% |
| 7D | -6.7% | +4.9% | -11.6% | -8.8% |
| 30D | -25.8% | +13.6% | -39.4% | -30.5% |
| 3M | -12.7% | -3.3% | -9.4% | -12.1% |
| 6M | +11.2% | +11.0% | +0.2% | +4.4% |
| YTD | -33.2% | -14.4% | -18.8% | -30.4% |
| 1Y | -41.8% | -9.1% | -32.7% | -41.2% |
| 3Y | -15.7% | +37.1% | -52.8% | -31.4% |
| 5Y | -26.0% | +83.3% | -109.4% | -47.9% |
| 10Y | +515.1% | +1,201.6% | -686.5% | +140.6% |
| All | +900.0% | +1,149.6% | -249.6% | +280.8% |
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