+780.7%
GOOG vs ARES
+979.8%
-199.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.8% | +1.3% |
| 7D | 0.0% | -6.1% | +6.1% | +2.2% |
| 30D | -2.0% | -7.5% | +5.6% | +0.5% |
| 3M | -5.9% | +0.1% | -6.0% | -6.4% |
| 6M | +8.9% | +30.3% | -21.4% | -1.6% |
| YTD | +7.1% | -16.6% | +23.7% | +11.3% |
| 1Y | +39.7% | -26.1% | +65.8% | +50.7% |
| 3Y | +145.8% | +36.4% | +109.4% | +105.5% |
| 5Y | +138.6% | +95.0% | +43.6% | +71.0% |
| All | +780.7% | +979.8% | -199.1% | +336.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling