+377.3%
CSCO vs ARES
+1,006.5%
-629.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +1.1% |
| 7D | 0.0% | -2.7% | +2.6% | +0.7% |
| 30D | -10.7% | -2.4% | -8.3% | -10.4% |
| 3M | -8.7% | +3.9% | -12.7% | -10.4% |
| 6M | +44.9% | +26.4% | +18.5% | +33.8% |
| YTD | +44.1% | -14.9% | +59.0% | +47.7% |
| 1Y | +65.9% | -20.4% | +86.3% | +72.5% |
| 3Y | +109.0% | +38.8% | +70.2% | +77.9% |
| 5Y | +114.8% | +97.0% | +17.8% | +58.1% |
| 10Y | +377.3% | +999.8% | -622.4% | +130.6% |
| All | +377.3% | +1,006.5% | -629.1% | +130.6% |
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 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