+4.4%
PLTR vs ARES
-20.5%
+25.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.5% |
| 7D | 0.0% | -2.7% | +2.7% | +1.0% |
| 30D | -3.3% | -2.4% | -0.9% | -2.3% |
| 3M | +28.4% | +3.9% | +24.4% | +27.5% |
| 6M | +8.4% | +26.4% | -18.0% | +3.5% |
| YTD | -4.6% | -14.9% | +10.3% | -1.8% |
| 1Y | +4.4% | -20.4% | +24.8% | +4.8% |
| All | +4.4% | -20.5% | +25.0% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling