+476.5%
V vs ARES
+1,100.6%
-624.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.1% | -0.2% |
| 7D | -0.4% | -0.3% | 0.0% | -0.3% |
| 30D | +6.3% | +15.3% | -9.0% | +1.6% |
| 3M | +17.2% | -5.4% | +22.5% | +18.8% |
| 6M | +29.2% | +10.0% | +19.2% | +24.0% |
| YTD | +20.8% | -14.7% | +35.5% | +23.9% |
| 1Y | +25.0% | -9.7% | +34.7% | +25.4% |
| 3Y | +75.3% | +35.8% | +39.5% | +45.5% |
| 5Y | +105.8% | +80.9% | +25.0% | +47.5% |
| All | +476.5% | +1,100.6% | -624.0% | +141.2% |
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