+130.8%
EOG vs ARES
+1,157.9%
-1,027.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.5% |
| 7D | +7.6% | +0.5% | +7.1% | +7.4% |
| 30D | +3.4% | +19.7% | -16.3% | -1.9% |
| 3M | +12.7% | -9.0% | +21.7% | +14.9% |
| 6M | +19.0% | +11.5% | +7.5% | +13.4% |
| YTD | +55.6% | -13.8% | +69.4% | +57.4% |
| 1Y | +49.5% | -5.6% | +55.1% | +46.7% |
| 3Y | +43.2% | +36.1% | +7.0% | +20.9% |
| 5Y | +111.8% | +82.7% | +29.2% | +56.7% |
| 10Y | +140.4% | +1,101.7% | -961.3% | +7.7% |
| All | +130.8% | +1,157.9% | -1,027.1% | -1.6% |
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