+250.1%
SPOT vs ARES
+734.8%
-484.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | +1.0% |
| 7D | -6.9% | -7.7% | +0.8% | -3.5% |
| 30D | +4.1% | -8.7% | +12.9% | +8.2% |
| 3M | +3.7% | +2.8% | +0.9% | +1.0% |
| 6M | -1.6% | +23.1% | -24.7% | -12.9% |
| YTD | -10.2% | -17.3% | +7.1% | -5.6% |
| 1Y | -25.9% | -24.3% | -1.6% | -19.5% |
| 3Y | +235.6% | +34.9% | +200.7% | +160.8% |
| 5Y | +110.6% | +93.5% | +17.1% | +33.4% |
| All | +250.1% | +734.8% | -484.7% | +17.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling