+332.9%
ADBE vs ARES
+1,196.0%
-863.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.8% | -6.4% |
| 7D | -8.6% | -1.7% | -6.9% | -8.0% |
| 30D | +2.8% | +0.3% | +2.5% | +2.6% |
| 3M | +3.1% | +8.5% | -5.3% | -0.5% |
| 6M | -2.4% | +23.5% | -25.9% | -11.0% |
| YTD | -23.9% | -11.2% | -12.6% | -22.2% |
| 1Y | -22.6% | -19.3% | -3.3% | -18.6% |
| 3Y | -52.7% | +48.7% | -101.3% | -62.0% |
| 5Y | -60.0% | +106.5% | -166.6% | -72.0% |
| 10Y | +157.3% | +1,055.3% | -898.0% | +18.2% |
| All | +332.9% | +1,196.0% | -863.0% | +93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling