-50.9%
OPEN vs ARES
-20.5%
-30.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -0.5% |
| 7D | -2.9% | -2.7% | -0.2% | -1.4% |
| 30D | -13.8% | -2.4% | -11.4% | -12.4% |
| 3M | -30.9% | +3.9% | -34.8% | -32.0% |
| 6M | -40.9% | +26.4% | -67.3% | -48.0% |
| YTD | -48.5% | -14.9% | -33.7% | -39.1% |
| 1Y | -50.9% | -20.4% | -30.5% | -31.5% |
| All | -50.9% | -20.5% | -30.4% | -31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling