+209.8%
W vs ARES
+1,240.8%
-1,030.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.2% | +0.4% | +1.6% |
| 7D | +3.3% | +5.0% | -1.7% | +0.1% |
| 30D | +10.5% | +19.1% | -8.5% | -2.5% |
| 3M | +9.6% | +3.1% | +6.6% | +6.7% |
| 6M | +76.4% | +12.9% | +63.5% | +60.7% |
| YTD | +16.4% | -10.7% | +27.0% | +21.1% |
| 1Y | +9.3% | -5.5% | +14.9% | +8.5% |
| 3Y | +172.8% | +45.0% | +127.8% | +102.4% |
| 5Y | -53.4% | +87.4% | -140.8% | -70.0% |
| 10Y | +243.6% | +1,267.4% | -1,023.8% | -1.9% |
| All | +209.8% | +1,240.8% | -1,030.9% | -11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling