+1,115.4%
ARES vs GSK
+69.9%
+1,045.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.4% |
| 7D | -0.3% | +0.5% | -0.8% | -0.4% |
| 30D | +15.3% | +9.4% | +5.8% | +12.0% |
| 3M | -5.4% | +1.6% | -7.0% | -5.9% |
| 6M | +10.0% | +1.3% | +8.7% | +9.2% |
| YTD | -14.7% | +6.0% | -20.7% | -17.3% |
| 1Y | -9.7% | +9.1% | -18.8% | -13.5% |
| 3Y | +35.8% | +65.4% | -29.6% | +6.4% |
| 5Y | +80.9% | +43.0% | +37.9% | +49.1% |
| 10Y | +1,089.9% | +103.1% | +986.8% | +745.2% |
| All | +1,115.4% | +69.9% | +1,045.5% | +722.8% |
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