+7,532.9%
AVGO vs ARES
+1,145.6%
+6,387.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.3% | +8.9% | +6.9% |
| 7D | +25.0% | -0.3% | +25.3% | +25.1% |
| 30D | +2.0% | +15.3% | -13.3% | -4.1% |
| 3M | -12.3% | -5.4% | -6.9% | -10.9% |
| 6M | -12.8% | +10.0% | -22.8% | -17.7% |
| YTD | +5.9% | -14.7% | +20.5% | +9.0% |
| 1Y | +3.3% | -9.7% | +13.0% | +3.8% |
| 3Y | +293.1% | +35.8% | +257.3% | +235.2% |
| 5Y | +606.7% | +80.9% | +525.8% | +426.6% |
| 10Y | +2,733.6% | +1,089.9% | +1,643.7% | +1,162.6% |
| All | +7,532.9% | +1,145.6% | +6,387.3% | +3,082.6% |
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