+17.7%
NXPI vs ARES
+105.3%
-87.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.2% |
| 7D | +0.7% | -0.3% | +1.0% | +0.8% |
| 30D | -6.6% | +1.3% | -7.9% | -7.6% |
| 3M | -25.4% | +10.4% | -35.8% | -30.1% |
| 6M | +11.9% | +29.0% | -17.1% | -5.5% |
| YTD | +4.0% | -12.2% | +16.2% | +8.4% |
| 1Y | +1.0% | -18.4% | +19.5% | +8.9% |
| 3Y | +16.3% | +43.2% | -26.8% | -14.4% |
| 5Y | +17.7% | +102.6% | -84.9% | -34.3% |
| All | +17.7% | +105.3% | -87.6% | -34.3% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling