+34.8%
EQIX vs ARES
+97.0%
-62.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.2% | +1.1% |
| 7D | +2.3% | -2.7% | +5.0% | +3.1% |
| 30D | +0.4% | -2.4% | +2.8% | +1.0% |
| 3M | -1.1% | +3.9% | -5.0% | -2.9% |
| 6M | +11.5% | +26.4% | -14.9% | +1.8% |
| YTD | +38.2% | -14.9% | +53.1% | +42.9% |
| 1Y | +36.7% | -20.4% | +57.1% | +43.9% |
| 3Y | +44.1% | +38.8% | +5.3% | +15.7% |
| 5Y | +34.8% | +97.0% | -62.1% | -12.1% |
| All | +34.8% | +97.0% | -62.2% | -12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling