-72.2%
OPEN vs ARES
+320.8%
-393.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | +0.7% |
| 7D | -2.9% | -2.7% | -0.2% | -0.4% |
| 30D | -13.8% | -2.4% | -11.4% | -11.7% |
| 3M | -30.9% | +3.9% | -34.8% | -34.0% |
| 6M | -40.9% | +26.4% | -67.3% | -54.7% |
| YTD | -48.5% | -14.9% | -33.7% | -42.6% |
| 1Y | -50.9% | -20.4% | -30.5% | -42.0% |
| 3Y | -20.6% | +38.8% | -59.4% | -56.3% |
| 5Y | -84.2% | +97.0% | -181.1% | -93.9% |
| All | -72.2% | +320.8% | -393.0% | -93.0% |
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