+86.2%
PSX vs ARES
-6.8%
+93.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -7.8% | +8.1% | -15.9% | -7.5% |
| 30D | -9.9% | +18.9% | -28.8% | -9.3% |
| 3M | +16.9% | +2.3% | +14.6% | +17.5% |
| 6M | +48.0% | +12.7% | +35.3% | +49.2% |
| YTD | +98.3% | -10.8% | +109.1% | +109.7% |
| 1Y | +86.2% | -5.3% | +91.5% | +94.8% |
| All | +86.2% | -6.8% | +93.0% | +94.8% |
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