+7,383.9%
AVGO vs ARES
+1,196.0%
+6,187.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | -3.0% | -1.7% | -1.3% | -2.4% |
| 30D | -14.4% | +0.3% | -14.7% | -14.7% |
| 3M | -14.4% | +8.5% | -22.9% | -17.9% |
| 6M | +13.1% | +23.5% | -10.3% | +1.5% |
| YTD | +3.8% | -11.2% | +15.0% | +5.7% |
| 1Y | +17.8% | -19.3% | +37.1% | +24.1% |
| 3Y | +325.3% | +48.7% | +276.6% | +251.5% |
| 5Y | +689.9% | +106.5% | +583.4% | +463.8% |
| 10Y | +2,597.0% | +1,055.3% | +1,541.7% | +1,103.0% |
| All | +7,383.9% | +1,196.0% | +6,187.9% | +2,987.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling