+454.5%
V vs ARES
+1,270.2%
-815.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +0.6% | +8.1% | -7.5% | -1.8% |
| 30D | +9.7% | +18.9% | -9.2% | +3.9% |
| 3M | +17.3% | +2.3% | +14.9% | +16.1% |
| 6M | +33.2% | +12.7% | +20.5% | +26.9% |
| YTD | +21.3% | -10.8% | +32.1% | +22.8% |
| 1Y | +27.3% | -5.3% | +32.7% | +25.9% |
| 3Y | +76.1% | +42.0% | +34.0% | +44.1% |
| 5Y | +103.5% | +88.3% | +15.2% | +44.1% |
| 10Y | +454.5% | +1,148.2% | -693.8% | +127.7% |
| All | +454.5% | +1,270.2% | -815.7% | +127.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling