+25.0%
V vs ARES
-10.4%
+35.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | -0.1% |
| 7D | -0.4% | -0.3% | 0.0% | -0.3% |
| 30D | +6.3% | +15.3% | -9.0% | +4.7% |
| 3M | +17.2% | -5.4% | +22.5% | +17.5% |
| 6M | +29.2% | +10.0% | +19.2% | +27.7% |
| YTD | +20.8% | -14.7% | +35.5% | +23.5% |
| 1Y | +25.0% | -9.7% | +34.7% | +26.9% |
| All | +25.0% | -10.4% | +35.4% | +26.9% |
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