+13.7%
O vs ARES
+105.3%
-91.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.3% |
| 7D | -0.6% | -0.3% | -0.2% | -0.5% |
| 30D | -2.0% | +1.3% | -3.2% | -2.1% |
| 3M | +3.0% | +10.4% | -7.4% | +1.6% |
| 6M | -3.6% | +29.0% | -32.7% | -7.0% |
| YTD | +12.1% | -12.2% | +24.2% | +13.5% |
| 1Y | +8.9% | -18.4% | +27.3% | +11.2% |
| 3Y | +30.3% | +43.2% | -12.8% | +14.6% |
| 5Y | +13.7% | +102.6% | -88.9% | -10.8% |
| All | +13.7% | +105.3% | -91.6% | -10.8% |
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 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