+82.7%
ARES vs STLA
-70.1%
+152.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +4.5% | -4.5% | +9.1% | +6.3% |
| 30D | +15.7% | -3.9% | +19.7% | +17.0% |
| 3M | -2.0% | -20.2% | +18.2% | +5.2% |
| 6M | +10.4% | -42.2% | +52.6% | +32.4% |
| YTD | -14.2% | -59.3% | +45.1% | +14.4% |
| 1Y | -7.8% | -56.1% | +48.3% | +18.4% |
| 3Y | +41.4% | -73.7% | +115.0% | +111.4% |
| All | +82.7% | -70.1% | +152.8% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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