+22.9%
SBUX vs ARES
-23.8%
+46.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.5% |
| 7D | -5.5% | -6.1% | +0.6% | -5.1% |
| 30D | -8.5% | -7.5% | -0.9% | -8.0% |
| 3M | -2.9% | +0.1% | -3.0% | -2.7% |
| 6M | -1.5% | +30.3% | -31.8% | -4.5% |
| YTD | +19.4% | -16.6% | +36.0% | +22.2% |
| 1Y | +22.9% | -26.1% | +49.0% | +27.3% |
| All | +22.9% | -23.8% | +46.7% | +27.3% |
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 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