+48.6%
ARES vs SBAC
-7.2%
+55.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.9% |
| 7D | -1.7% | -0.8% | -0.9% | -1.6% |
| 30D | +0.3% | +6.9% | -6.6% | 0.0% |
| 3M | +8.5% | -8.2% | +16.7% | +8.7% |
| 6M | +23.5% | -1.6% | +25.1% | +23.6% |
| YTD | -11.2% | -0.1% | -11.1% | -11.4% |
| 1Y | -19.3% | -0.5% | -18.8% | -19.4% |
| All | +48.6% | -7.2% | +55.8% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 3y: compounded portfolio wealth divided by compounded SBAC 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…
3y analysis · Full analysis span regression · 6 months rolling