+112.6%
SPOT vs ARES
+97.0%
+15.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | +0.4% |
| 7D | -6.5% | -2.7% | -3.8% | -5.3% |
| 30D | +2.2% | -2.4% | +4.6% | +3.1% |
| 3M | +5.4% | +3.9% | +1.5% | +1.8% |
| 6M | -4.0% | +26.4% | -30.4% | -17.5% |
| YTD | -9.9% | -14.9% | +4.9% | -5.6% |
| 1Y | -27.3% | -20.4% | -6.9% | -21.8% |
| 3Y | +236.4% | +38.8% | +197.6% | +131.7% |
| 5Y | +112.6% | +97.0% | +15.6% | +2.5% |
| All | +112.6% | +97.0% | +15.6% | +2.5% |
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