+15.8%
BABA vs ARES
+1,313.3%
-1,297.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.2% | -7.9% | -5.0% |
| 7D | +3.8% | +5.0% | -1.2% | +2.2% |
| 30D | -5.4% | +19.1% | -24.5% | -10.6% |
| 3M | -17.9% | +3.1% | -21.0% | -19.2% |
| 6M | -24.1% | +12.9% | -36.9% | -27.7% |
| YTD | -27.4% | -10.7% | -16.8% | -26.6% |
| 1Y | -36.1% | -5.5% | -30.5% | -36.6% |
| 3Y | +35.4% | +45.0% | -9.6% | +9.7% |
| 5Y | -30.1% | +87.4% | -117.5% | -50.2% |
| 10Y | +15.8% | +1,267.4% | -1,251.6% | -43.9% |
| All | +15.8% | +1,313.3% | -1,297.5% | -43.9% |
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