+718.9%
AVGO vs ARES
+105.3%
+613.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.1% | +3.5% |
| 7D | -0.3% | -0.3% | 0.0% | -0.2% |
| 30D | -13.8% | +1.3% | -15.1% | -14.6% |
| 3M | -6.9% | +10.4% | -17.3% | -12.4% |
| 6M | +11.9% | +29.0% | -17.1% | -4.3% |
| YTD | +6.9% | -12.2% | +19.1% | +10.7% |
| 1Y | +7.4% | -18.4% | +25.9% | +15.0% |
| 3Y | +345.6% | +43.2% | +302.4% | +251.3% |
| 5Y | +718.9% | +102.6% | +616.3% | +418.5% |
| All | +718.9% | +105.3% | +613.6% | +418.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling