+99.1%
V vs ARES
+83.4%
+15.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +2.2% | +4.5% | -2.4% | +1.0% |
| 30D | +13.6% | +15.7% | -2.2% | +9.4% |
| 3M | +14.3% | -2.0% | +16.3% | +14.6% |
| 6M | +33.1% | +10.4% | +22.7% | +28.6% |
| YTD | +21.2% | -14.2% | +35.5% | +24.4% |
| 1Y | +26.4% | -7.8% | +34.2% | +26.6% |
| 3Y | +77.6% | +41.4% | +36.2% | +47.6% |
| All | +99.1% | +83.4% | +15.7% | +40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling