+625.9%
TEAM vs ARES
+1,467.8%
-841.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -32.3% |
| 3M | -1.1% | -2.6% | +1.6% | -0.4% |
| 6M | +74.6% | +13.0% | +61.6% | +62.0% |
| YTD | -6.0% | -11.7% | +5.7% | -3.2% |
| 1Y | -3.2% | -6.7% | +3.4% | -3.4% |
| 3Y | -13.5% | +40.5% | -54.0% | -30.3% |
| 5Y | -65.5% | +88.2% | -153.7% | -75.8% |
| 10Y | +454.5% | +1,131.0% | -676.4% | +137.0% |
| All | +625.9% | +1,467.8% | -841.9% | +212.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling