+27.1%
EOG vs ARES
-23.8%
+50.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | 0.0% |
| 7D | +1.5% | -6.1% | +7.6% | +1.1% |
| 30D | +2.9% | -7.5% | +10.5% | +2.5% |
| 3M | +8.7% | +0.1% | +8.6% | +9.0% |
| 6M | +12.9% | +30.3% | -17.4% | +12.5% |
| YTD | +43.8% | -16.6% | +60.4% | +46.4% |
| 1Y | +27.1% | -26.1% | +53.2% | +24.4% |
| All | +27.1% | -23.8% | +50.9% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling