+104.8%
ARES vs SBAC
-43.7%
+148.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.7% |
| 7D | -1.7% | -0.8% | -0.9% | -1.5% |
| 30D | +0.3% | +6.9% | -6.6% | -1.5% |
| 3M | +8.5% | -8.2% | +16.7% | +10.7% |
| 6M | +23.5% | -1.6% | +25.1% | +22.6% |
| YTD | -11.2% | -0.1% | -11.1% | -12.6% |
| 1Y | -19.3% | -0.5% | -18.8% | -20.5% |
| 3Y | +48.7% | -9.1% | +57.7% | +44.2% |
| All | +104.8% | -43.7% | +148.6% | +160.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling