+670.6%
EQIX vs ARES
+1,157.9%
-487.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.0% |
| 7D | +4.1% | +0.5% | +3.6% | +3.9% |
| 30D | +5.8% | +19.7% | -13.9% | +0.9% |
| 3M | -1.4% | -9.0% | +7.6% | +0.7% |
| 6M | -1.2% | +11.5% | -12.8% | -4.9% |
| YTD | +39.6% | -13.8% | +53.5% | +42.1% |
| 1Y | +36.8% | -5.6% | +42.4% | +35.3% |
| 3Y | +47.3% | +36.1% | +11.1% | +28.1% |
| 5Y | +50.1% | +82.7% | -32.5% | +17.3% |
| 10Y | +293.3% | +1,101.7% | -808.4% | +118.7% |
| All | +670.6% | +1,157.9% | -487.3% | +319.4% |
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 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