+45.4%
GILD vs ARES
-9.0%
+54.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.1% | -2.0% | +3.9% |
| 7D | +9.6% | +10.5% | -0.9% | +9.1% |
| 30D | +20.6% | +16.8% | +3.8% | +19.9% |
| 3M | +29.7% | -3.2% | +33.0% | +29.4% |
| 6M | +33.1% | +16.4% | +16.7% | +33.1% |
| YTD | +44.7% | -12.4% | +57.1% | +37.1% |
| 1Y | +45.4% | -6.9% | +52.2% | +39.0% |
| All | +45.4% | -9.0% | +54.3% | +39.0% |
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