+15.7%
BABA vs ARES
+1,270.2%
-1,254.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +2.4% | +8.1% | -5.8% | -0.2% |
| 30D | -7.8% | +18.9% | -26.7% | -12.9% |
| 3M | -22.4% | +2.3% | -24.7% | -23.4% |
| 6M | -26.0% | +12.7% | -38.7% | -29.6% |
| YTD | -29.3% | -10.8% | -18.5% | -28.4% |
| 1Y | -37.5% | -5.3% | -32.2% | -38.1% |
| 3Y | +31.9% | +42.0% | -10.1% | +7.4% |
| 5Y | -33.4% | +88.3% | -121.7% | -52.9% |
| 10Y | +15.7% | +1,148.2% | -1,132.5% | -47.0% |
| All | +15.7% | +1,270.2% | -1,254.5% | -47.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling