+502.9%
TEAM vs ARES
+1,006.5%
-503.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +2.3% |
| 7D | -4.7% | -2.7% | -2.0% | -3.3% |
| 30D | +17.0% | -2.4% | +19.4% | +18.5% |
| 3M | +85.9% | +3.9% | +82.0% | +81.4% |
| 6M | +116.7% | +26.4% | +90.3% | +90.5% |
| YTD | +9.6% | -14.9% | +24.5% | +15.8% |
| 1Y | -2.5% | -20.4% | +17.9% | +5.8% |
| 3Y | -14.0% | +38.8% | -52.8% | -30.3% |
| 5Y | -53.1% | +97.0% | -150.1% | -67.6% |
| 10Y | +502.9% | +999.8% | -496.9% | +185.7% |
| All | +502.9% | +1,006.5% | -503.5% | +185.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling