+6,466.0%
LRCX vs ARES
+1,181.8%
+5,284.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.7% |
| 7D | +10.4% | -0.3% | +10.8% | +10.5% |
| 30D | +2.9% | +1.3% | +1.6% | +2.0% |
| 3M | -1.2% | +10.4% | -11.5% | -7.2% |
| 6M | +60.9% | +29.0% | +31.9% | +37.7% |
| YTD | +87.5% | -12.2% | +99.7% | +94.0% |
| 1Y | +206.6% | -18.4% | +225.1% | +228.0% |
| 3Y | +392.1% | +43.2% | +348.9% | +288.0% |
| 5Y | +478.4% | +102.6% | +375.8% | +277.8% |
| 10Y | +3,821.0% | +1,029.6% | +2,791.4% | +1,348.9% |
| All | +6,466.0% | +1,181.8% | +5,284.2% | +2,167.6% |
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