-61.5%
ADBE vs ARES
+97.0%
-158.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.1% | +0.3% |
| 7D | -8.9% | -2.7% | -6.2% | -7.9% |
| 30D | -6.6% | -2.4% | -4.2% | -5.7% |
| 3M | +7.1% | +3.9% | +3.2% | +4.7% |
| 6M | -9.8% | +26.4% | -36.2% | -19.9% |
| YTD | -27.2% | -14.9% | -12.3% | -23.6% |
| 1Y | -28.0% | -20.4% | -7.6% | -22.7% |
| 3Y | -54.5% | +38.8% | -93.3% | -66.4% |
| 5Y | -61.5% | +97.0% | -158.5% | -77.9% |
| All | -61.5% | +97.0% | -158.5% | -77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling