+9.1%
XLF vs ARES
-18.2%
+27.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | 0.0% | -1.7% | +1.7% | +0.3% |
| 30D | +0.2% | +0.3% | -0.1% | +0.1% |
| 3M | +11.7% | +8.5% | +3.2% | +9.8% |
| 6M | +13.8% | +23.5% | -9.7% | +8.8% |
| YTD | +7.0% | -11.2% | +18.2% | +8.9% |
| 1Y | +9.1% | -19.3% | +28.4% | +11.2% |
| All | +9.1% | -18.2% | +27.4% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling