+1,164.6%
ARES vs IBN
+332.5%
+832.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.7% |
| 7D | -1.7% | +1.4% | -3.1% | -2.1% |
| 30D | +0.3% | -0.3% | +0.6% | +0.3% |
| 3M | +8.5% | +17.1% | -8.6% | +3.1% |
| 6M | +23.5% | +3.4% | +20.1% | +22.0% |
| YTD | -11.2% | +2.5% | -13.8% | -12.1% |
| 1Y | -19.3% | -4.2% | -15.1% | -18.6% |
| 3Y | +48.7% | +32.4% | +16.3% | +34.7% |
| 5Y | +106.5% | +59.2% | +47.3% | +77.6% |
| 10Y | +1,055.3% | +345.7% | +709.7% | +675.0% |
| All | +1,164.6% | +332.5% | +832.1% | +769.0% |
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