+82.8%
ARES vs IBB
+39.3%
+43.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.3% |
| 7D | +0.5% | -0.5% | +1.0% | +0.9% |
| 30D | +19.7% | +4.6% | +15.1% | +15.4% |
| 3M | -9.0% | +6.8% | -15.8% | -14.3% |
| 6M | +11.5% | +23.1% | -11.6% | -7.4% |
| YTD | -13.8% | +26.0% | -39.9% | -30.0% |
| 1Y | -5.6% | +30.4% | -36.0% | -25.8% |
| 3Y | +36.1% | +85.4% | -49.3% | -25.5% |
| All | +82.8% | +39.3% | +43.5% | +20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling