+1,164.6%
ARES vs GSK
+67.4%
+1,097.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +1.0% | -0.4% |
| 7D | -1.7% | -1.8% | +0.2% | -1.1% |
| 30D | +0.3% | -2.2% | +2.4% | +0.9% |
| 3M | +8.5% | -1.8% | +10.3% | +8.8% |
| 6M | +23.5% | -10.6% | +34.1% | +27.3% |
| YTD | -11.2% | +4.4% | -15.6% | -13.5% |
| 1Y | -19.3% | +30.4% | -49.7% | -27.8% |
| 3Y | +48.7% | +60.1% | -11.4% | +17.9% |
| 5Y | +106.5% | +46.8% | +59.7% | +67.6% |
| 10Y | +1,055.3% | +79.2% | +976.1% | +748.4% |
| All | +1,164.6% | +67.4% | +1,097.3% | +760.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling