+139.2%
TRV vs ARES
+34.3%
+104.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.5% |
| 7D | -1.8% | -7.7% | +5.9% | -1.1% |
| 30D | -2.1% | -8.7% | +6.6% | -1.3% |
| 3M | +21.2% | +2.8% | +18.3% | +20.6% |
| 6M | +22.0% | +23.1% | -1.0% | +18.7% |
| YTD | +27.7% | -17.3% | +45.0% | +30.3% |
| 1Y | +36.6% | -24.3% | +60.9% | +40.9% |
| All | +139.2% | +34.3% | +104.9% | +127.9% |
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