+15.1%
TEAM vs ARES
-9.0%
+24.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.1% | -6.8% | -2.8% |
| 7D | -13.7% | +10.5% | -24.3% | -17.2% |
| 30D | -3.4% | +16.8% | -20.3% | -9.5% |
| 3M | +72.1% | -3.2% | +75.4% | +74.1% |
| 6M | +103.8% | +16.4% | +87.4% | +90.4% |
| YTD | +17.1% | -12.4% | +29.5% | +13.3% |
| 1Y | +15.1% | -6.9% | +21.9% | +4.8% |
| All | +15.1% | -9.0% | +24.0% | +4.8% |
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