-24.3%
ARES vs TECH
+34.5%
-58.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.5% | -2.7% |
| 7D | -7.7% | -0.5% | -7.2% | -7.6% |
| 30D | -8.7% | 0.0% | -8.7% | -8.7% |
| 3M | +2.8% | +37.4% | -34.6% | -5.3% |
| 6M | +23.1% | +36.9% | -13.8% | +11.9% |
| YTD | -17.3% | +23.1% | -40.3% | -21.1% |
| 1Y | -24.3% | +42.2% | -66.5% | -30.0% |
| All | -24.3% | +34.5% | -58.8% | -30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling