-0.3%
SPOT vs ARES
-9.0%
+8.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.1% | -1.5% | +3.5% |
| 7D | +16.6% | +10.5% | +6.1% | +14.5% |
| 30D | +29.9% | +16.8% | +13.1% | +26.5% |
| 3M | +31.3% | -3.2% | +34.5% | +30.9% |
| 6M | +43.2% | +16.4% | +26.8% | +38.1% |
| YTD | +8.1% | -12.4% | +20.5% | +6.8% |
| 1Y | -0.3% | -6.9% | +6.6% | 0.0% |
| All | -0.3% | -9.0% | +8.6% | 0.0% |
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