+217.0%
W vs ARES
+1,270.2%
-1,053.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.6% | -3.6% |
| 7D | +1.1% | +8.1% | -7.1% | -4.7% |
| 30D | +6.4% | +18.9% | -12.5% | -7.4% |
| 3M | +9.0% | +2.3% | +6.6% | +6.3% |
| 6M | +69.8% | +12.7% | +57.1% | +52.9% |
| YTD | +12.1% | -10.8% | +22.8% | +16.8% |
| 1Y | 0.0% | -5.3% | +5.3% | -1.6% |
| 3Y | +160.3% | +42.0% | +118.3% | +84.4% |
| 5Y | -53.3% | +88.3% | -141.6% | -72.8% |
| 10Y | +217.0% | +1,148.2% | -931.3% | -16.0% |
| All | +217.0% | +1,270.2% | -1,053.2% | -16.0% |
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