+1,018.6%
GOOGL vs ARES
+1,157.9%
-139.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.3% |
| 7D | +3.9% | +0.5% | +3.4% | +3.6% |
| 30D | -14.9% | +19.7% | -34.6% | -19.8% |
| 3M | -14.6% | -9.0% | -5.6% | -12.5% |
| 6M | -26.4% | +11.5% | -38.0% | -29.6% |
| YTD | -5.3% | -13.8% | +8.5% | -3.4% |
| 1Y | +6.5% | -5.6% | +12.0% | +5.3% |
| 3Y | +126.0% | +36.1% | +89.9% | +93.3% |
| 5Y | +100.8% | +82.7% | +18.1% | +52.7% |
| 10Y | +673.8% | +1,101.7% | -427.9% | +306.2% |
| All | +1,018.6% | +1,157.9% | -139.3% | +478.4% |
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