+1,267.4%
ARES vs IBB
+139.6%
+1,127.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +2.2% |
| 7D | +5.0% | +2.7% | +2.3% | +3.0% |
| 30D | +19.1% | +6.3% | +12.7% | +13.6% |
| 3M | +3.1% | +11.1% | -8.0% | -5.3% |
| 6M | +12.9% | +29.2% | -16.4% | -8.0% |
| YTD | -10.7% | +30.2% | -40.9% | -27.7% |
| 1Y | -5.5% | +39.5% | -45.0% | -27.6% |
| 3Y | +45.0% | +92.3% | -47.3% | -14.7% |
| 5Y | +87.4% | +43.0% | +44.4% | +37.2% |
| 10Y | +1,267.4% | +137.1% | +1,130.3% | +677.6% |
| All | +1,267.4% | +139.6% | +1,127.8% | +677.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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