+591.8%
ON vs ARES
+1,006.5%
-414.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | +1.7% |
| 7D | -1.9% | -2.7% | +0.8% | -0.3% |
| 30D | -11.0% | -2.4% | -8.6% | -10.1% |
| 3M | -39.3% | +3.9% | -43.2% | -41.2% |
| 6M | +19.8% | +26.4% | -6.5% | +1.3% |
| YTD | +31.1% | -14.9% | +46.0% | +38.4% |
| 1Y | +46.0% | -20.4% | +66.4% | +58.9% |
| 3Y | -27.5% | +38.8% | -66.3% | -46.0% |
| 5Y | +56.9% | +97.0% | -40.1% | -6.7% |
| 10Y | +591.8% | +999.8% | -408.0% | +126.4% |
| All | +591.8% | +1,006.5% | -414.7% | +126.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling