+1,001.8%
TER vs ARES
+1,313.3%
-311.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +4.2% | +8.6% | +10.7% |
| 7D | -5.8% | +5.0% | -10.7% | -8.1% |
| 30D | -38.9% | +19.1% | -58.0% | -44.5% |
| 3M | -35.1% | +3.1% | -38.2% | -36.9% |
| 6M | -31.6% | +12.9% | -44.4% | -37.3% |
| YTD | +27.2% | -10.7% | +37.9% | +28.6% |
| 1Y | +35.2% | -5.5% | +40.8% | +32.3% |
| 3Y | +192.8% | +45.0% | +147.8% | +121.9% |
| 5Y | +72.4% | +87.4% | -15.0% | +10.7% |
| 10Y | +1,001.8% | +1,267.4% | -265.6% | +278.2% |
| All | +1,001.8% | +1,313.3% | -311.5% | +278.2% |
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 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