+72.2%
SPY vs ARES
+90.6%
-18.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.2% | -1.8% | +1.1% |
| 7D | +0.1% | +5.0% | -4.9% | -1.4% |
| 30D | -3.3% | +19.1% | -22.4% | -8.6% |
| 3M | -2.4% | +3.1% | -5.5% | -3.7% |
| 6M | +2.6% | +12.9% | -10.3% | -2.3% |
| YTD | +11.2% | -10.7% | +21.9% | +13.1% |
| 1Y | +13.4% | -5.5% | +18.9% | +12.7% |
| 3Y | +79.9% | +45.0% | +34.9% | +46.3% |
| 5Y | +72.2% | +87.4% | -15.2% | +20.9% |
| All | +72.2% | +90.6% | -18.4% | +20.9% |
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