+1,164.6%
ARES vs IBB
+181.1%
+983.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.5% |
| 7D | -1.7% | +1.4% | -3.1% | -2.5% |
| 30D | +0.3% | +10.5% | -10.2% | -5.7% |
| 3M | +8.5% | +23.6% | -15.2% | -4.9% |
| 6M | +23.5% | +22.6% | +0.8% | +8.8% |
| YTD | -11.2% | +25.7% | -36.9% | -23.0% |
| 1Y | -19.3% | +51.4% | -70.7% | -37.5% |
| 3Y | +48.7% | +64.4% | -15.7% | +8.9% |
| 5Y | +106.5% | +22.1% | +84.4% | +75.8% |
| 10Y | +1,055.3% | +132.5% | +922.9% | +653.5% |
| All | +1,164.6% | +181.1% | +983.5% | +718.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling