+159.4%
LRCX vs ARES
-23.8%
+183.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | -3.1% | -6.1% | +3.0% | -1.1% |
| 30D | -8.6% | -7.5% | -1.0% | -6.3% |
| 3M | -17.7% | +0.1% | -17.8% | -17.7% |
| 6M | +36.4% | +30.3% | +6.1% | +24.4% |
| YTD | +74.5% | -16.6% | +91.2% | +88.1% |
| 1Y | +159.4% | -26.1% | +185.5% | +178.8% |
| All | +159.4% | -23.8% | +183.2% | +178.8% |
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 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