+286.3%
TGT vs ARES
+1,196.0%
-909.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.5% |
| 7D | +0.8% | -1.7% | +2.4% | +1.1% |
| 30D | +12.2% | +0.3% | +11.9% | +12.0% |
| 3M | +33.8% | +8.5% | +25.3% | +30.5% |
| 6M | +39.3% | +23.5% | +15.8% | +30.7% |
| YTD | +72.9% | -11.2% | +84.1% | +75.1% |
| 1Y | +84.6% | -19.3% | +103.8% | +90.7% |
| 3Y | +46.2% | +48.7% | -2.4% | +26.7% |
| 5Y | -21.3% | +106.5% | -127.9% | -38.5% |
| 10Y | +213.5% | +1,055.3% | -841.8% | +88.9% |
| All | +286.3% | +1,196.0% | -909.6% | +123.1% |
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