+556.1%
PBR vs ARES
+97.0%
+459.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.5% | +0.9% |
| 7D | +0.3% | -2.7% | +3.0% | +0.7% |
| 30D | +17.5% | -2.4% | +19.9% | +17.8% |
| 3M | +20.9% | +3.9% | +17.0% | +19.6% |
| 6M | +20.2% | +26.4% | -6.1% | +14.3% |
| YTD | +84.3% | -14.9% | +99.2% | +88.4% |
| 1Y | +77.1% | -20.4% | +97.5% | +82.9% |
| 3Y | +100.8% | +38.8% | +62.0% | +77.1% |
| 5Y | +556.1% | +97.0% | +459.1% | +418.2% |
| All | +556.1% | +97.0% | +459.1% | +418.2% |
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