-6.5%
U vs ARES
-20.5%
+14.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +1.1% |
| 7D | +4.4% | -2.7% | +7.0% | +5.8% |
| 30D | -1.3% | -2.4% | +1.1% | -0.3% |
| 3M | +49.6% | +3.9% | +45.7% | +45.5% |
| 6M | +100.2% | +26.4% | +73.8% | +72.8% |
| YTD | -3.7% | -14.9% | +11.2% | +3.0% |
| 1Y | -6.5% | -20.4% | +13.9% | -4.8% |
| All | -6.5% | -20.5% | +14.0% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling