+148.0%
ADBE vs ARES
+971.5%
-823.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -1.3% |
| 7D | -12.9% | -7.7% | -5.2% | -10.1% |
| 30D | -5.6% | -8.7% | +3.1% | -2.2% |
| 3M | +6.6% | +2.8% | +3.8% | +4.7% |
| 6M | -9.6% | +23.1% | -32.6% | -18.1% |
| YTD | -28.9% | -17.3% | -11.6% | -25.2% |
| 1Y | -28.9% | -24.3% | -4.6% | -23.0% |
| 3Y | -55.6% | +34.9% | -90.5% | -64.0% |
| 5Y | -62.2% | +93.5% | -155.7% | -74.3% |
| All | +148.0% | +971.5% | -823.5% | +8.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling