+81.8%
SPY vs ARES
+105.3%
-23.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.2% |
| 7D | +0.5% | -0.3% | +0.9% | +0.6% |
| 30D | -0.9% | +1.3% | -2.2% | -1.5% |
| 3M | +3.9% | +10.4% | -6.5% | +0.1% |
| 6M | +14.5% | +29.0% | -14.5% | +4.1% |
| YTD | +12.9% | -12.2% | +25.1% | +15.7% |
| 1Y | +19.4% | -18.4% | +37.8% | +24.8% |
| 3Y | +78.5% | +43.2% | +35.3% | +45.8% |
| 5Y | +81.8% | +102.6% | -20.8% | +23.1% |
| All | +81.8% | +105.3% | -23.5% | +23.1% |
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