-83.6%
OPEN vs ARES
+105.3%
-188.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -1.5% |
| 7D | +1.0% | -0.3% | +1.3% | +1.3% |
| 30D | -11.9% | +1.3% | -13.2% | -12.9% |
| 3M | -28.8% | +10.4% | -39.1% | -36.1% |
| 6M | -38.6% | +29.0% | -67.6% | -54.4% |
| YTD | -47.3% | -12.2% | -35.1% | -42.7% |
| 1Y | -49.2% | -18.4% | -30.7% | -40.9% |
| 3Y | -18.8% | +43.2% | -62.0% | -60.0% |
| 5Y | -83.6% | +102.6% | -186.2% | -94.8% |
| All | -83.6% | +105.3% | -188.9% | -94.8% |
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