+135.0%
GOOG vs ARES
+90.2%
+44.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +1.6% |
| 7D | -2.5% | -7.7% | +5.2% | +0.4% |
| 30D | -3.6% | -8.7% | +5.1% | -0.5% |
| 3M | -6.4% | +2.8% | -9.3% | -7.9% |
| 6M | +7.8% | +23.1% | -15.3% | -1.6% |
| YTD | +5.5% | -17.3% | +22.7% | +10.8% |
| 1Y | +38.3% | -24.3% | +62.6% | +49.7% |
| 3Y | +143.1% | +34.9% | +108.2% | +91.6% |
| 5Y | +135.0% | +93.5% | +41.5% | +44.6% |
| All | +135.0% | +90.2% | +44.8% | +44.6% |
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 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