+181.6%
TRV vs ARES
+81.3%
+100.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.3% | +1.3% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +8.0% | +15.3% | -7.3% | +6.2% |
| 3M | +9.3% | -5.4% | +14.7% | +9.8% |
| 6M | +36.2% | +10.0% | +26.2% | +34.0% |
| YTD | +40.6% | -14.7% | +55.2% | +42.4% |
| 1Y | +43.1% | -9.7% | +52.7% | +43.4% |
| 3Y | +149.6% | +35.8% | +113.8% | +132.0% |
| 5Y | +181.6% | +80.9% | +100.8% | +152.8% |
| All | +181.6% | +81.3% | +100.3% | +152.8% |
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