+23.6%
OWL vs ARES
+231.8%
-208.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.8% |
| 7D | +1.5% | +0.5% | +1.1% | +1.2% |
| 30D | +13.4% | +19.7% | -6.2% | -1.4% |
| 3M | -21.2% | -9.0% | -12.3% | -14.9% |
| 6M | +4.0% | +11.5% | -7.5% | -4.5% |
| YTD | -29.0% | -13.8% | -15.2% | -20.9% |
| 1Y | -28.4% | -5.6% | -22.8% | -25.8% |
| 3Y | -14.5% | +36.1% | -50.6% | -31.1% |
| 5Y | -21.5% | +82.7% | -104.1% | -51.5% |
| All | +23.6% | +231.8% | -208.2% | -36.3% |
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