+953.0%
ARES vs IBN
+316.4%
+636.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.6% |
| 7D | -7.7% | -5.5% | -2.2% | -5.8% |
| 30D | -8.7% | -3.4% | -5.3% | -7.6% |
| 3M | +2.8% | +8.7% | -5.8% | -0.3% |
| 6M | +23.1% | +3.7% | +19.3% | +21.3% |
| YTD | -17.3% | -2.4% | -14.9% | -16.7% |
| 1Y | -24.3% | -8.1% | -16.2% | -22.4% |
| 3Y | +34.9% | +26.3% | +8.6% | +22.5% |
| 5Y | +93.5% | +54.9% | +38.5% | +64.4% |
| All | +953.0% | +316.4% | +636.6% | +645.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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