+199.9%
TER vs ARES
-18.2%
+218.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.7% |
| 7D | +0.6% | -1.7% | +2.3% | +1.0% |
| 30D | -8.3% | +0.3% | -8.5% | -8.5% |
| 3M | -12.2% | +8.5% | -20.7% | -13.7% |
| 6M | +17.1% | +23.5% | -6.4% | +11.0% |
| YTD | +84.7% | -11.2% | +95.9% | +85.8% |
| 1Y | +199.9% | -19.3% | +219.2% | +196.5% |
| All | +199.9% | -18.2% | +218.1% | +196.5% |
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