-3.1%
SLB vs ARES
+1,044.0%
-1,047.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.5% |
| 7D | +0.8% | -1.7% | +2.5% | +1.5% |
| 30D | +15.8% | +0.3% | +15.6% | +15.4% |
| 3M | -0.3% | +8.5% | -8.8% | -4.0% |
| 6M | +21.3% | +23.5% | -2.1% | +10.4% |
| YTD | +52.3% | -11.2% | +63.5% | +55.6% |
| 1Y | +63.6% | -19.3% | +82.9% | +72.3% |
| 3Y | +3.8% | +48.7% | -44.9% | -16.8% |
| 5Y | +128.6% | +106.5% | +22.1% | +53.7% |
| All | -3.1% | +1,044.0% | -1,047.1% | -61.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling