+1,164.6%
ARES vs TECH
+257.2%
+907.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | +0.3% | +0.7% | -0.4% | 0.0% |
| 3M | +8.5% | +36.3% | -27.9% | -4.5% |
| 6M | +23.5% | +25.6% | -2.1% | +10.6% |
| YTD | -11.2% | +23.7% | -34.9% | -20.0% |
| 1Y | -19.3% | +37.6% | -56.9% | -31.2% |
| 3Y | +48.7% | -6.6% | +55.2% | +40.7% |
| 5Y | +106.5% | -42.2% | +148.8% | +133.2% |
| 10Y | +1,055.3% | +187.6% | +867.8% | +673.2% |
| All | +1,164.6% | +257.2% | +907.4% | +749.6% |
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