+55.3%
V vs ARES
+51.9%
+3.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | -1.7% | -1.7% | 0.0% | -1.4% |
| 30D | +2.0% | +0.3% | +1.7% | +1.9% |
| 3M | +17.4% | +8.5% | +8.9% | +15.3% |
| 6M | +17.5% | +23.5% | -6.0% | +12.0% |
| YTD | +7.6% | -11.2% | +18.8% | +9.6% |
| 1Y | +7.7% | -19.3% | +27.0% | +11.8% |
| All | +55.3% | +51.9% | +3.4% | +37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling