+999.8%
ARES vs TRMB
+113.5%
+886.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.7% | -1.9% |
| 7D | -2.7% | -2.9% | +0.2% | -1.2% |
| 30D | -2.4% | -1.8% | -0.6% | -1.6% |
| 3M | +3.9% | +8.4% | -4.5% | -0.7% |
| 6M | +26.4% | -18.5% | +44.9% | +39.0% |
| YTD | -14.9% | -26.7% | +11.9% | -1.3% |
| 1Y | -20.4% | -28.3% | +7.9% | -6.8% |
| 3Y | +38.8% | +12.6% | +26.2% | +30.5% |
| 5Y | +97.0% | -38.7% | +135.7% | +136.1% |
| 10Y | +999.8% | +120.8% | +879.0% | +871.1% |
| All | +999.8% | +113.5% | +886.2% | +871.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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