+159.7%
TRV vs ARES
+94.4%
+65.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +2.0% |
| 7D | +1.9% | -6.1% | +8.0% | +2.7% |
| 30D | +1.7% | -7.5% | +9.2% | +2.6% |
| 3M | +23.9% | +0.1% | +23.8% | +23.6% |
| 6M | +26.3% | +30.3% | -4.0% | +21.2% |
| YTD | +30.8% | -16.6% | +47.4% | +33.1% |
| 1Y | +36.3% | -26.1% | +62.4% | +41.0% |
| 3Y | +145.0% | +36.4% | +108.6% | +126.5% |
| All | +159.7% | +94.4% | +65.2% | +118.1% |
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 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