+1,029.6%
ARES vs STT
+264.2%
+765.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.4% |
| 7D | -0.3% | +2.2% | -2.5% | -1.5% |
| 30D | +1.3% | +3.9% | -2.6% | -0.9% |
| 3M | +10.4% | +19.2% | -8.8% | 0.0% |
| 6M | +29.0% | +60.4% | -31.4% | -0.8% |
| YTD | -12.2% | +51.5% | -63.7% | -30.1% |
| 1Y | -18.4% | +76.3% | -94.7% | -40.1% |
| 3Y | +43.2% | +200.7% | -157.6% | -19.6% |
| 5Y | +102.6% | +157.5% | -54.9% | +19.4% |
| 10Y | +1,029.6% | +262.0% | +767.6% | +451.0% |
| All | +1,029.6% | +264.2% | +765.5% | +451.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling