+97.0%
ARES vs TECK
+213.6%
-116.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.4% |
| 7D | -2.7% | +4.9% | -7.5% | -4.0% |
| 30D | -2.4% | +5.2% | -7.6% | -3.9% |
| 3M | +3.9% | +13.8% | -9.9% | -0.3% |
| 6M | +26.4% | +38.5% | -12.1% | +14.0% |
| YTD | -14.9% | +47.3% | -62.2% | -25.1% |
| 1Y | -20.4% | +81.0% | -101.4% | -34.5% |
| 3Y | +38.8% | +79.9% | -41.1% | +10.6% |
| 5Y | +97.0% | +207.9% | -110.9% | +42.6% |
| All | +97.0% | +213.6% | -116.7% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 5y: compounded portfolio wealth divided by compounded TECK 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…
5y analysis · Full analysis span regression · 6 months rolling