+999.8%
ARES vs TECH
+179.6%
+820.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -2.7% | -0.1% | -2.6% | -2.6% |
| 30D | -2.4% | +0.3% | -2.7% | -2.5% |
| 3M | +3.9% | +32.9% | -29.0% | -8.2% |
| 6M | +26.4% | +32.1% | -5.7% | +10.3% |
| YTD | -14.9% | +23.4% | -38.3% | -23.7% |
| 1Y | -20.4% | +34.1% | -54.5% | -32.0% |
| 3Y | +38.8% | +2.2% | +36.6% | +25.5% |
| 5Y | +97.0% | -41.8% | +138.8% | +125.4% |
| 10Y | +999.8% | +188.9% | +810.9% | +598.2% |
| All | +999.8% | +179.6% | +820.2% | +598.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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