+119.7%
OKTA vs ARES
-9.0%
+128.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.1% | -5.4% | -1.4% |
| 7D | -14.2% | +10.5% | -24.7% | -17.6% |
| 30D | -12.5% | +16.8% | -29.3% | -17.9% |
| 3M | +29.2% | -3.2% | +32.5% | +31.0% |
| 6M | +147.3% | +16.4% | +130.9% | +132.1% |
| YTD | +120.9% | -12.4% | +133.3% | +122.8% |
| 1Y | +119.7% | -6.9% | +126.5% | +113.6% |
| All | +119.7% | -9.0% | +128.6% | +113.6% |
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 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