+1,171.2%
ARES vs SBAC
+125.5%
+1,045.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | +8.1% | +3.6% | +4.5% | +6.9% |
| 30D | +18.9% | +4.9% | +14.0% | +16.9% |
| 3M | +2.3% | +6.5% | -4.1% | 0.0% |
| 6M | +12.7% | -11.1% | +23.8% | +16.5% |
| YTD | -10.8% | +0.9% | -11.7% | -13.2% |
| 1Y | -5.3% | -1.6% | -3.8% | -7.1% |
| 3Y | +42.0% | -7.0% | +49.0% | +36.7% |
| 5Y | +88.3% | -39.2% | +127.5% | +116.8% |
| 10Y | +1,148.2% | +111.4% | +1,036.9% | +913.5% |
| All | +1,171.2% | +125.5% | +1,045.8% | +981.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling