+14,546.7%
NVDA vs ARES
+979.8%
+13,566.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.5% |
| 7D | -5.1% | -6.1% | +0.9% | -1.6% |
| 30D | -2.5% | -7.5% | +5.0% | +1.8% |
| 3M | +6.7% | +0.1% | +6.6% | +5.1% |
| 6M | +17.6% | +30.3% | -12.7% | -2.8% |
| YTD | +17.3% | -16.6% | +33.9% | +24.8% |
| 1Y | +23.5% | -26.1% | +49.6% | +39.9% |
| 3Y | +384.6% | +36.4% | +348.2% | +265.3% |
| 5Y | +875.4% | +95.0% | +780.4% | +494.7% |
| All | +14,546.7% | +979.8% | +13,566.9% | +4,749.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling