+33.9%
TER vs ARES
-6.7%
+40.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +4.2% | +8.6% | +12.0% |
| 7D | -5.8% | +5.0% | -10.7% | -6.4% |
| 30D | -38.9% | +19.1% | -58.0% | -40.9% |
| 3M | -35.1% | +3.1% | -38.2% | -35.4% |
| 6M | -31.6% | +12.9% | -44.4% | -33.1% |
| YTD | +27.2% | -10.7% | +37.9% | +26.7% |
| All | +33.9% | -6.7% | +40.6% | +30.6% |
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