+116.0%
INTC vs ARES
+97.0%
+19.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.8% |
| 7D | +18.0% | -2.7% | +20.7% | +19.1% |
| 30D | +8.9% | -2.4% | +11.3% | +9.7% |
| 3M | -1.6% | +3.9% | -5.5% | -3.8% |
| 6M | +133.1% | +26.4% | +106.7% | +108.5% |
| YTD | +187.9% | -14.9% | +202.8% | +200.0% |
| 1Y | +334.7% | -20.4% | +355.1% | +362.3% |
| 3Y | +184.2% | +38.8% | +145.4% | +130.0% |
| 5Y | +116.0% | +97.0% | +19.0% | +43.2% |
| All | +116.0% | +97.0% | +19.0% | +43.2% |
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