-54.2%
W vs ARES
+83.4%
-137.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | -3.6% | +4.5% | -8.1% | -7.4% |
| 30D | +7.0% | +15.7% | -8.8% | -6.9% |
| 3M | +7.4% | -2.0% | +9.4% | +8.4% |
| 6M | +69.3% | +10.4% | +58.9% | +51.8% |
| YTD | +11.3% | -14.2% | +25.5% | +21.7% |
| 1Y | +13.2% | -7.8% | +21.0% | +13.1% |
| 3Y | +142.0% | +41.4% | +100.6% | +40.5% |
| All | -54.2% | +83.4% | -137.6% | -82.9% |
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 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