+999.8%
ARES vs GSK
+80.2%
+919.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -2.7% | -3.6% | +0.9% | -1.5% |
| 30D | -2.4% | -5.9% | +3.5% | -0.5% |
| 3M | +3.9% | -4.3% | +8.2% | +5.1% |
| 6M | +26.4% | -10.8% | +37.2% | +30.5% |
| YTD | -14.9% | +1.8% | -16.7% | -16.5% |
| 1Y | -20.4% | +23.5% | -43.9% | -27.7% |
| 3Y | +38.8% | +49.5% | -10.8% | +11.6% |
| 5Y | +97.0% | +49.7% | +47.3% | +54.6% |
| 10Y | +999.8% | +81.9% | +917.9% | +695.8% |
| All | +999.8% | +80.2% | +919.6% | +695.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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