-86.9%
OPEN vs ARES
+341.7%
-428.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.2% | -3.5% | -3.3% |
| 7D | -21.7% | +5.0% | -26.6% | -25.0% |
| 30D | -36.5% | +19.1% | -55.6% | -46.2% |
| 3M | -59.5% | +3.1% | -62.6% | -60.5% |
| 6M | -71.9% | +12.9% | -84.7% | -75.1% |
| YTD | -75.8% | -10.7% | -65.2% | -74.2% |
| 1Y | -78.5% | -5.5% | -73.0% | -78.4% |
| 3Y | -30.2% | +45.0% | -75.2% | -63.1% |
| 5Y | -93.3% | +87.4% | -180.7% | -97.4% |
| All | -86.9% | +341.7% | -428.6% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling