+0.1%
PPL vs ARES
-6.8%
+6.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | 0.0% | +8.1% | -8.1% | +0.3% |
| 30D | +4.3% | +18.9% | -14.6% | +4.9% |
| 3M | +2.9% | +2.3% | +0.6% | +2.9% |
| 6M | +1.1% | +12.7% | -11.6% | +1.9% |
| YTD | +4.5% | -10.8% | +15.2% | +4.7% |
| 1Y | +0.1% | -5.3% | +5.4% | -0.2% |
| All | +0.1% | -6.8% | +6.9% | -0.2% |
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