+66.1%
T vs ARES
+105.3%
-39.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | +7.6% | +1.3% | +6.3% | +7.5% |
| 3M | +15.3% | +10.4% | +4.9% | +14.3% |
| 6M | -8.5% | +29.0% | -37.5% | -10.5% |
| YTD | +6.8% | -12.2% | +19.0% | +7.8% |
| 1Y | -7.2% | -18.4% | +11.2% | -5.8% |
| 3Y | +108.2% | +43.2% | +65.1% | +90.6% |
| 5Y | +66.1% | +102.6% | -36.5% | +35.2% |
| All | +66.1% | +105.3% | -39.2% | +35.2% |
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