+422.1%
PWR vs ARES
+81.3%
+340.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +1.0% |
| 7D | +19.1% | -0.3% | +19.4% | +19.3% |
| 30D | -12.0% | +15.3% | -27.3% | -17.3% |
| 3M | -10.6% | -5.4% | -5.2% | -9.4% |
| 6M | -20.8% | +10.0% | -30.8% | -25.3% |
| YTD | +43.7% | -14.7% | +58.4% | +48.2% |
| 1Y | +35.0% | -9.7% | +44.7% | +35.0% |
| 3Y | +249.4% | +35.8% | +213.6% | +180.9% |
| 5Y | +422.1% | +80.9% | +341.2% | +253.7% |
| All | +422.1% | +81.3% | +340.8% | +253.7% |
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