+11.4%
O vs ARES
-6.8%
+18.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +3.5% | +8.1% | -4.6% | +3.4% |
| 30D | +10.4% | +18.9% | -8.5% | +10.3% |
| 3M | -2.4% | +2.3% | -4.8% | -2.8% |
| 6M | -1.2% | +12.7% | -13.9% | -1.1% |
| YTD | +10.4% | -10.8% | +21.2% | +11.4% |
| 1Y | +11.4% | -5.3% | +16.8% | +11.9% |
| All | +11.4% | -6.8% | +18.3% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling