+48.1%
PAAS vs ARES
+82.0%
-33.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | -8.9% | +0.5% | -9.4% | -9.0% |
| 30D | -11.4% | +19.7% | -31.1% | -15.8% |
| 3M | -20.4% | -9.0% | -11.5% | -18.5% |
| 6M | -40.7% | +11.5% | -52.2% | -42.8% |
| YTD | -26.9% | -13.8% | -13.1% | -24.9% |
| 1Y | -3.1% | -5.6% | +2.5% | -2.9% |
| 3Y | +199.3% | +36.1% | +163.1% | +159.2% |
| All | +48.1% | +82.0% | -33.9% | +12.2% |
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