-42.3%
MSTR vs ARES
-9.0%
-33.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.1% | -1.0% | +0.8% |
| 7D | -1.8% | +10.5% | -12.3% | -8.8% |
| 30D | -13.3% | +16.8% | -30.1% | -22.8% |
| 3M | +46.0% | -3.2% | +49.2% | +49.1% |
| 6M | -22.4% | +16.4% | -38.9% | -30.9% |
| YTD | -6.2% | -12.4% | +6.2% | -4.5% |
| 1Y | -42.3% | -6.9% | -35.4% | -44.8% |
| All | -42.3% | -9.0% | -33.3% | -44.8% |
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