+1,171.2%
ARES vs TECH
+259.2%
+912.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +8.1% | +0.2% | +7.9% | +8.0% |
| 30D | +18.9% | +0.5% | +18.4% | +18.7% |
| 3M | +2.3% | +1.1% | +1.3% | +1.9% |
| 6M | +12.7% | +51.0% | -38.3% | -4.7% |
| YTD | -10.8% | +24.4% | -35.1% | -19.8% |
| 1Y | -5.3% | +27.4% | -32.8% | -15.9% |
| 3Y | +42.0% | +28.5% | +13.6% | +17.3% |
| 5Y | +88.3% | -40.9% | +129.2% | +111.2% |
| 10Y | +1,148.2% | +192.5% | +955.7% | +733.0% |
| All | +1,171.2% | +259.2% | +912.1% | +752.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling