+33.4%
INTC vs ARES
+85.0%
-51.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.6% | +7.9% |
| 7D | +7.3% | +0.8% | +6.5% | +7.1% |
| 30D | -38.3% | +16.7% | -55.0% | -42.1% |
| 3M | -36.0% | -2.6% | -33.4% | -35.8% |
| 6M | -51.7% | +13.0% | -64.7% | -54.7% |
| YTD | +69.4% | -11.7% | +81.1% | +73.3% |
| 1Y | +65.0% | -6.7% | +71.7% | +64.5% |
| 3Y | +63.0% | +40.5% | +22.5% | +30.4% |
| 5Y | +33.4% | +88.2% | -54.9% | -9.8% |
| All | +33.4% | +85.0% | -51.7% | -9.8% |
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