+78.9%
INFY vs ARES
+979.8%
-900.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | -5.4% | -6.1% | +0.7% | -3.7% |
| 30D | -9.9% | -7.5% | -2.3% | -7.9% |
| 3M | -4.6% | +0.1% | -4.7% | -5.0% |
| 6M | -18.5% | +30.3% | -48.7% | -24.9% |
| YTD | -36.5% | -16.6% | -19.9% | -34.4% |
| 1Y | -32.8% | -26.1% | -6.7% | -28.4% |
| 3Y | -32.2% | +36.4% | -68.6% | -41.5% |
| 5Y | -44.7% | +95.0% | -139.7% | -58.4% |
| All | +78.9% | +979.8% | -900.9% | -3.4% |
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 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