+18.5%
SPY vs ARES
-20.5%
+39.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | 0.0% |
| 7D | -0.4% | -2.7% | +2.3% | 0.0% |
| 30D | -1.4% | -2.4% | +1.0% | -1.1% |
| 3M | +3.7% | +3.9% | -0.2% | +3.0% |
| 6M | +13.0% | +26.4% | -13.4% | +9.2% |
| YTD | +12.4% | -14.9% | +27.3% | +14.1% |
| 1Y | +18.5% | -20.4% | +38.9% | +19.4% |
| All | +18.5% | -20.5% | +39.1% | +19.4% |
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