+9.0%
AVGO vs ARES
-20.5%
+29.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +1.9% | -0.6% |
| 7D | -0.8% | -2.7% | +1.9% | -0.3% |
| 30D | -13.7% | -2.4% | -11.3% | -13.4% |
| 3M | -6.9% | +3.9% | -10.9% | -7.8% |
| 6M | +5.8% | +26.4% | -20.6% | +1.1% |
| YTD | +5.7% | -14.9% | +20.6% | +9.4% |
| 1Y | +9.0% | -20.4% | +29.4% | +11.6% |
| All | +9.0% | -20.5% | +29.6% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 1y: compounded portfolio wealth divided by compounded ARES 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…
1y analysis · Full analysis span regression · 6 months rolling