+1,029.6%
GOOGL vs ARES
+1,145.6%
-115.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.3% | +5.1% | +2.8% |
| 7D | +5.7% | -0.3% | +6.0% | +5.7% |
| 30D | -15.6% | +15.3% | -30.9% | -19.5% |
| 3M | -13.0% | -5.4% | -7.6% | -12.0% |
| 6M | -22.8% | +10.0% | -32.8% | -25.8% |
| YTD | -4.4% | -14.7% | +10.3% | -2.1% |
| 1Y | +4.5% | -9.7% | +14.1% | +4.8% |
| 3Y | +127.4% | +35.8% | +91.6% | +94.6% |
| 5Y | +102.8% | +80.9% | +21.9% | +54.7% |
| 10Y | +681.5% | +1,089.9% | -408.4% | +311.5% |
| All | +1,029.6% | +1,145.6% | -115.9% | +485.9% |
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