+141.5%
W vs ARES
+1,045.9%
-904.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.4% |
| 7D | +6.5% | -0.3% | +6.8% | +6.7% |
| 30D | -6.2% | +1.3% | -7.5% | -7.6% |
| 3M | +48.9% | +10.4% | +38.5% | +36.5% |
| 6M | +31.2% | +29.0% | +2.2% | +4.0% |
| YTD | -0.4% | -12.2% | +11.8% | +5.3% |
| 1Y | +14.8% | -18.4% | +33.3% | +27.1% |
| 3Y | +40.5% | +43.2% | -2.7% | +0.4% |
| 5Y | -62.1% | +102.6% | -164.7% | -78.4% |
| 10Y | +141.5% | +1,029.6% | -888.1% | -36.9% |
| All | +141.5% | +1,045.9% | -904.4% | -36.9% |
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 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