+7.4%
ON vs ARES
+43.8%
-36.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.2% | +5.0% | +7.2% |
| 7D | -1.4% | +5.0% | -6.4% | -3.7% |
| 30D | -10.9% | +19.1% | -29.9% | -18.3% |
| 3M | -14.9% | +3.1% | -17.9% | -16.6% |
| 6M | -33.0% | +12.9% | -45.9% | -37.6% |
| YTD | +27.6% | -10.7% | +38.3% | +33.0% |
| 1Y | +44.5% | -5.5% | +50.0% | +44.5% |
| 3Y | +7.4% | +45.0% | -37.6% | -13.7% |
| All | +7.4% | +43.8% | -36.4% | -13.7% |
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