+318.6%
NXPI vs ARES
+1,196.0%
-877.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +1.7% |
| 7D | +1.9% | -1.7% | +3.6% | +2.6% |
| 30D | -1.4% | +0.3% | -1.7% | -1.9% |
| 3M | -29.1% | +8.5% | -37.5% | -32.2% |
| 6M | +6.2% | +23.5% | -17.3% | -5.8% |
| YTD | +5.9% | -11.2% | +17.1% | +8.4% |
| 1Y | +2.9% | -19.3% | +22.2% | +9.4% |
| 3Y | +14.5% | +48.7% | -34.2% | -9.5% |
| 5Y | +17.1% | +106.5% | -89.5% | -21.3% |
| 10Y | +193.4% | +1,055.3% | -862.0% | +17.2% |
| All | +318.6% | +1,196.0% | -877.4% | +52.3% |
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 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