+102.6%
ARES vs GSK
+46.9%
+55.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.7% |
| 7D | -0.3% | -4.2% | +3.8% | +0.3% |
| 30D | +1.3% | -7.5% | +8.8% | +2.4% |
| 3M | +10.4% | -3.3% | +13.6% | +10.8% |
| 6M | +29.0% | -9.3% | +38.3% | +30.5% |
| YTD | -12.2% | +1.6% | -13.8% | -12.9% |
| 1Y | -18.4% | +25.5% | -43.9% | -22.3% |
| 3Y | +43.2% | +49.3% | -6.1% | +27.1% |
| 5Y | +102.6% | +46.7% | +55.9% | +68.6% |
| All | +102.6% | +46.9% | +55.7% | +68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling