+146.8%
TEAM vs ARES
+26.5%
+120.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.7% | -2.2% |
| 7D | -0.4% | -1.7% | +1.2% | +0.4% |
| 30D | +67.3% | +0.3% | +67.0% | +67.4% |
| 3M | +86.8% | +8.5% | +78.3% | +80.2% |
| 6M | +146.8% | +23.5% | +123.3% | +120.2% |
| All | +146.8% | +26.5% | +120.3% | +120.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling