+32.6%
XYZ vs ARES
-6.7%
+39.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.2% | -0.6% | +1.7% |
| 7D | +14.9% | +5.0% | +9.9% | +12.6% |
| 30D | +14.7% | +19.1% | -4.4% | +6.5% |
| 3M | +12.1% | +3.1% | +9.0% | +10.5% |
| 6M | +18.3% | +12.9% | +5.5% | +12.5% |
| YTD | +36.1% | -10.7% | +46.7% | +42.5% |
| All | +32.6% | -6.7% | +39.3% | +31.7% |
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