+375.7%
PAAS vs ARES
+1,196.0%
-820.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | -2.9% | -1.7% | -1.2% | -2.5% |
| 30D | +6.8% | +0.3% | +6.5% | +6.5% |
| 3M | -2.9% | +8.5% | -11.4% | -5.1% |
| 6M | -16.4% | +23.5% | -39.9% | -21.3% |
| YTD | 0.0% | -11.2% | +11.2% | +1.4% |
| 1Y | +54.3% | -19.3% | +73.6% | +59.6% |
| 3Y | +230.7% | +48.7% | +182.0% | +191.3% |
| 5Y | +111.6% | +106.5% | +5.1% | +69.6% |
| 10Y | +211.7% | +1,055.3% | -843.6% | +93.9% |
| All | +375.7% | +1,196.0% | -820.3% | +181.8% |
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