+208.7%
INTC vs ARES
+1,145.6%
-936.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.3% | +1.3% | -0.9% |
| 7D | +17.1% | -0.3% | +17.5% | +17.3% |
| 30D | -40.5% | +15.3% | -55.8% | -43.7% |
| 3M | -39.4% | -5.4% | -34.0% | -38.7% |
| 6M | -49.3% | +10.0% | -59.3% | -51.7% |
| YTD | +65.9% | -14.7% | +80.5% | +70.2% |
| 1Y | +61.5% | -9.7% | +71.2% | +62.2% |
| 3Y | +59.6% | +35.8% | +23.8% | +35.0% |
| 5Y | +31.2% | +80.9% | -49.7% | -2.6% |
| 10Y | +116.6% | +1,089.9% | -973.3% | -0.6% |
| All | +208.7% | +1,145.6% | -936.9% | +34.9% |
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