+999.8%
ARES vs STZ
-13.0%
+1,012.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.5% | -3.2% |
| 7D | -2.7% | -6.0% | +3.4% | -0.5% |
| 30D | -2.4% | -8.9% | +6.5% | +0.8% |
| 3M | +3.9% | -12.6% | +16.5% | +8.6% |
| 6M | +26.4% | -17.2% | +43.6% | +34.0% |
| YTD | -14.9% | -10.0% | -4.9% | -13.7% |
| 1Y | -20.4% | -14.3% | -6.1% | -17.9% |
| 3Y | +38.8% | -49.9% | +88.7% | +74.6% |
| 5Y | +97.0% | -38.2% | +135.2% | +126.1% |
| 10Y | +999.8% | -12.0% | +1,011.8% | +1,065.5% |
| All | +999.8% | -13.0% | +1,012.8% | +1,065.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling