+552.9%
PLTR vs ARES
+105.6%
+447.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -3.8% |
| 7D | -6.4% | -1.7% | -4.8% | -5.0% |
| 30D | +10.0% | +0.3% | +9.8% | +9.8% |
| 3M | +23.0% | +8.5% | +14.6% | +14.8% |
| 6M | +13.8% | +23.5% | -9.7% | -6.3% |
| YTD | -1.9% | -11.2% | +9.3% | +2.5% |
| 1Y | +11.6% | -19.3% | +30.9% | +25.0% |
| 3Y | +1,048.4% | +48.7% | +999.8% | +622.1% |
| All | +552.9% | +105.6% | +447.3% | +182.4% |
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