+8.1%
PCG vs ARES
+81.3%
-73.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | -0.3% |
| 7D | -2.0% | -0.3% | -1.6% | -1.9% |
| 30D | -2.7% | +15.3% | -18.0% | -5.5% |
| 3M | -25.1% | -5.4% | -19.7% | -24.5% |
| 6M | -22.3% | +10.0% | -32.3% | -24.5% |
| YTD | -18.5% | -14.7% | -3.8% | -16.6% |
| 1Y | -21.8% | -9.7% | -12.1% | -21.4% |
| 3Y | -21.0% | +35.8% | -56.8% | -32.1% |
| 5Y | +8.1% | +80.9% | -72.8% | -15.8% |
| All | +8.1% | +81.3% | -73.2% | -15.8% |
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 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