+38.2%
REGN vs ARES
-23.8%
+62.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.5% |
| 7D | -5.6% | -6.1% | +0.5% | -5.3% |
| 30D | -2.0% | -7.5% | +5.6% | -1.5% |
| 3M | +28.0% | +0.1% | +27.8% | +27.8% |
| 6M | +1.2% | +30.3% | -29.1% | -0.4% |
| YTD | +1.6% | -16.6% | +18.3% | -0.8% |
| 1Y | +38.2% | -26.1% | +64.3% | +28.0% |
| All | +38.2% | -23.8% | +62.0% | +28.0% |
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