+46.7%
REGN vs ARES
-18.2%
+64.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | +4.2% | -1.7% | +5.9% | +4.3% |
| 30D | +7.8% | +0.3% | +7.5% | +7.8% |
| 3M | +31.8% | +8.5% | +23.3% | +31.0% |
| 6M | +5.4% | +23.5% | -18.1% | +3.5% |
| YTD | +7.7% | -11.2% | +18.9% | +4.9% |
| 1Y | +46.7% | -19.3% | +66.0% | +40.8% |
| All | +46.7% | -18.2% | +64.9% | +40.8% |
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