+136.5%
WMT vs ARES
+37.5%
+99.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.4% |
| 7D | +2.0% | +0.5% | +1.6% | +2.0% |
| 30D | +10.3% | +19.7% | -9.4% | +8.0% |
| 3M | +11.0% | -9.0% | +19.9% | +12.0% |
| 6M | -2.3% | +11.5% | -13.9% | -3.9% |
| YTD | +15.7% | -13.8% | +29.5% | +18.0% |
| 1Y | +26.0% | -5.6% | +31.6% | +26.1% |
| 3Y | +136.5% | +36.1% | +100.4% | +124.6% |
| All | +136.5% | +37.5% | +99.0% | +124.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling