+102.6%
ARES vs TRMB
-37.5%
+140.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.4% |
| 7D | -0.3% | -0.3% | -0.1% | -0.2% |
| 30D | +1.3% | -1.2% | +2.5% | +1.9% |
| 3M | +10.4% | +9.6% | +0.8% | +3.2% |
| 6M | +29.0% | -16.1% | +45.1% | +43.0% |
| YTD | -12.2% | -25.0% | +12.8% | +4.5% |
| 1Y | -18.4% | -27.7% | +9.2% | -0.8% |
| 3Y | +43.2% | +15.3% | +27.9% | +28.4% |
| 5Y | +102.6% | -37.4% | +140.0% | +162.6% |
| All | +102.6% | -37.5% | +140.1% | +162.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling