+191.2%
TER vs ARES
+37.5%
+153.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.0% | -6.4% | -5.8% |
| 7D | +14.4% | +0.5% | +13.9% | +14.2% |
| 30D | -30.6% | +19.7% | -50.2% | -36.2% |
| 3M | -39.2% | -9.0% | -30.2% | -37.1% |
| 6M | -31.3% | +11.5% | -42.8% | -36.0% |
| YTD | +29.1% | -13.8% | +42.9% | +35.0% |
| 1Y | +47.4% | -5.6% | +53.0% | +45.3% |
| 3Y | +191.2% | +36.1% | +155.1% | +135.5% |
| All | +191.2% | +37.5% | +153.7% | +135.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling