-70.8%
OPEN vs ARES
+338.9%
-409.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.6% |
| 7D | -4.3% | -1.7% | -2.6% | -2.7% |
| 30D | -16.2% | +0.3% | -16.5% | -16.3% |
| 3M | -36.4% | +8.5% | -44.8% | -41.6% |
| 6M | -35.5% | +23.5% | -58.9% | -49.3% |
| YTD | -46.0% | -11.2% | -34.7% | -42.1% |
| 1Y | -47.1% | -19.3% | -27.9% | -38.3% |
| 3Y | -19.0% | +48.7% | -67.7% | -58.7% |
| 5Y | -83.6% | +106.5% | -190.1% | -94.0% |
| All | -70.8% | +338.9% | -409.7% | -92.9% |
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