+84.8%
OKTA vs ARES
+35.4%
+49.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.0% |
| 7D | -2.4% | -6.1% | +3.7% | +0.2% |
| 30D | +13.0% | -7.5% | +20.6% | +17.1% |
| 3M | +41.7% | +0.1% | +41.6% | +41.0% |
| 6M | +105.9% | +30.3% | +75.7% | +82.2% |
| YTD | +92.6% | -16.6% | +109.2% | +104.6% |
| 1Y | +81.1% | -26.1% | +107.2% | +102.1% |
| 3Y | +84.8% | +36.4% | +48.4% | +35.3% |
| All | +84.8% | +35.4% | +49.5% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling