+87.4%
ARES vs SBAC
-40.7%
+128.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.0% |
| 7D | +5.0% | +3.0% | +2.0% | +4.2% |
| 30D | +19.1% | +4.3% | +14.8% | +17.7% |
| 3M | +3.1% | +4.1% | -1.1% | +1.9% |
| 6M | +12.9% | -11.6% | +24.5% | +16.0% |
| YTD | -10.7% | +0.4% | -11.0% | -12.2% |
| 1Y | -5.5% | -1.1% | -4.4% | -6.8% |
| 3Y | +45.0% | -7.3% | +52.2% | +39.5% |
| 5Y | +87.4% | -40.8% | +128.2% | +139.0% |
| All | +87.4% | -40.7% | +128.1% | +139.0% |
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