-12.9%
TEAM vs ARES
+40.9%
-53.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +3.1% |
| 7D | -19.7% | +0.8% | -20.5% | -20.1% |
| 30D | -26.6% | +16.7% | -43.3% | -32.4% |
| 3M | -1.1% | -2.6% | +1.6% | -0.2% |
| 6M | +74.6% | +13.0% | +61.6% | +61.7% |
| YTD | -6.0% | -11.7% | +5.7% | -2.5% |
| 1Y | -3.2% | -6.7% | +3.4% | -3.2% |
| All | -12.9% | +40.9% | -53.8% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling