+40.0%
O vs ARES
+43.8%
-3.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.7% |
| 7D | +3.3% | +5.0% | -1.6% | +3.2% |
| 30D | +10.3% | +19.1% | -8.7% | +9.9% |
| 3M | -3.5% | +3.1% | -6.5% | -3.7% |
| 6M | -1.3% | +12.9% | -14.1% | -1.5% |
| YTD | +10.3% | -10.7% | +21.0% | +10.9% |
| 1Y | +10.4% | -5.5% | +15.9% | +10.7% |
| 3Y | +40.0% | +45.0% | -5.0% | +40.8% |
| All | +40.0% | +43.8% | -3.8% | +40.8% |
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 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