+54.5%
PCG vs ARES
+105.6%
-51.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.6% |
| 7D | -13.9% | -1.7% | -12.2% | -13.6% |
| 30D | -16.9% | +0.3% | -17.1% | -17.1% |
| 3M | -14.7% | +8.5% | -23.2% | -16.6% |
| 6M | -23.8% | +23.5% | -47.3% | -28.1% |
| YTD | -10.5% | -11.2% | +0.7% | -9.0% |
| 1Y | -5.1% | -19.3% | +14.2% | -1.5% |
| 3Y | -11.6% | +48.7% | -60.3% | -26.0% |
| All | +54.5% | +105.6% | -51.1% | +10.1% |
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