+202.8%
TER vs ARES
+105.6%
+97.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +6.0% |
| 7D | +0.6% | -1.7% | +2.3% | +1.5% |
| 30D | -8.3% | +0.3% | -8.5% | -8.8% |
| 3M | -12.2% | +8.5% | -20.7% | -17.0% |
| 6M | +17.1% | +23.5% | -6.4% | +1.8% |
| YTD | +84.7% | -11.2% | +95.9% | +90.4% |
| 1Y | +199.9% | -19.3% | +219.2% | +224.8% |
| 3Y | +232.8% | +48.7% | +184.1% | +134.2% |
| All | +202.8% | +105.6% | +97.2% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling