+1,692.6%
PLTR vs ARES
+313.1%
+1,379.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.5% |
| 7D | -5.3% | -0.3% | -5.0% | -5.0% |
| 30D | -1.0% | +1.3% | -2.3% | -1.8% |
| 3M | +24.8% | +10.4% | +14.4% | +15.6% |
| 6M | +8.4% | +29.0% | -20.6% | -11.9% |
| YTD | -4.2% | -12.2% | +8.0% | +0.7% |
| 1Y | +9.1% | -18.4% | +27.5% | +19.9% |
| 3Y | +1,025.6% | +43.2% | +982.4% | +686.8% |
| 5Y | +565.8% | +102.6% | +463.2% | +244.3% |
| All | +1,692.6% | +313.1% | +1,379.5% | +1,045.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling