+1,115.4%
ARES vs IBN
+390.9%
+724.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.0% |
| 7D | -0.3% | +5.7% | -6.0% | -2.1% |
| 30D | +15.3% | +20.5% | -5.2% | +8.6% |
| 3M | -5.4% | +15.2% | -20.6% | -9.6% |
| 6M | +10.0% | +34.5% | -24.5% | 0.0% |
| YTD | -14.7% | +16.4% | -31.0% | -18.9% |
| 1Y | -9.7% | +13.5% | -23.2% | -13.6% |
| 3Y | +35.8% | +55.4% | -19.6% | +16.9% |
| 5Y | +80.9% | +73.1% | +7.8% | +51.2% |
| 10Y | +1,089.9% | +383.7% | +706.2% | +673.6% |
| All | +1,115.4% | +390.9% | +724.6% | +701.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling