+2,086.5%
TER vs ARES
+1,196.0%
+890.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.9% |
| 7D | +0.6% | -1.7% | +2.3% | +1.4% |
| 30D | -8.3% | +0.3% | -8.5% | -8.7% |
| 3M | -12.2% | +8.5% | -20.7% | -16.3% |
| 6M | +17.1% | +23.5% | -6.4% | +4.2% |
| YTD | +84.7% | -11.2% | +95.9% | +88.7% |
| 1Y | +199.9% | -19.3% | +219.2% | +218.5% |
| 3Y | +232.8% | +48.7% | +184.1% | +161.5% |
| 5Y | +198.6% | +106.5% | +92.0% | +99.4% |
| 10Y | +1,669.7% | +1,055.3% | +614.4% | +600.3% |
| All | +2,086.5% | +1,196.0% | +890.6% | +711.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling