-25.5%
ISRG vs ARES
-18.8%
-6.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.3% |
| 7D | -5.2% | -0.3% | -4.8% | -5.1% |
| 30D | -7.6% | +1.3% | -8.9% | -7.8% |
| 3M | -16.4% | +10.4% | -26.7% | -18.2% |
| 6M | -28.6% | +29.0% | -57.6% | -32.5% |
| YTD | -38.2% | -12.2% | -26.0% | -36.8% |
| 1Y | -25.5% | -18.4% | -7.1% | -24.9% |
| All | -25.5% | -18.8% | -6.7% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling