+137.7%
GOOGL vs ARES
+105.3%
+32.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.4% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | -4.4% | +1.3% | -5.7% | -5.1% |
| 3M | -6.8% | +10.4% | -17.2% | -10.6% |
| 6M | +13.6% | +29.0% | -15.4% | +2.0% |
| YTD | +8.3% | -12.2% | +20.5% | +11.3% |
| 1Y | +44.9% | -18.4% | +63.4% | +52.5% |
| 3Y | +150.5% | +43.2% | +107.3% | +93.5% |
| 5Y | +137.7% | +102.6% | +35.1% | +45.1% |
| All | +137.7% | +105.3% | +32.4% | +45.1% |
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