-9.8%
T vs ARES
-7.5%
-2.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | 0.0% |
| 7D | +2.5% | +0.5% | +2.1% | +2.5% |
| 30D | -3.8% | +19.7% | -23.4% | -3.8% |
| 3M | -8.7% | -9.0% | +0.2% | -9.1% |
| 6M | -8.1% | +11.5% | -19.7% | -7.7% |
| YTD | -6.4% | -13.8% | +7.4% | -6.2% |
| 1Y | -9.8% | -5.6% | -4.2% | -8.9% |
| All | -9.8% | -7.5% | -2.2% | -8.9% |
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 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