+132.9%
INFY vs ARES
+1,181.8%
-1,048.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -4.6% |
| 7D | -7.2% | -0.3% | -6.9% | -7.2% |
| 30D | -11.2% | +1.3% | -12.5% | -11.5% |
| 3M | -7.4% | +10.4% | -17.8% | -10.0% |
| 6M | -21.3% | +29.0% | -50.3% | -26.8% |
| YTD | -36.2% | -12.2% | -24.0% | -35.0% |
| 1Y | -31.3% | -18.4% | -12.8% | -29.1% |
| 3Y | -31.1% | +43.2% | -74.2% | -40.1% |
| 5Y | -44.9% | +102.6% | -147.5% | -57.4% |
| 10Y | +83.1% | +1,029.6% | -946.5% | +1.8% |
| All | +132.9% | +1,181.8% | -1,048.9% | +27.4% |
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