+12.4%
O vs ARES
+90.6%
-78.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.3% |
| 7D | +3.3% | +5.0% | -1.6% | +2.7% |
| 30D | +10.3% | +19.1% | -8.7% | +8.1% |
| 3M | -3.5% | +3.1% | -6.5% | -4.0% |
| 6M | -1.3% | +12.9% | -14.1% | -3.0% |
| YTD | +10.3% | -10.7% | +21.0% | +11.4% |
| 1Y | +10.4% | -5.5% | +15.9% | +10.4% |
| 3Y | +40.0% | +45.0% | -5.0% | +23.1% |
| 5Y | +12.4% | +87.4% | -75.0% | -8.3% |
| All | +12.4% | +90.6% | -78.2% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling