-16.6%
SLB vs ARES
+1,313.3%
-1,329.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | -0.6% |
| 7D | -3.7% | +5.0% | -8.7% | -5.6% |
| 30D | +2.9% | +19.1% | -16.2% | -4.1% |
| 3M | +0.2% | +3.1% | -2.9% | -1.6% |
| 6M | -4.4% | +12.9% | -17.3% | -10.0% |
| YTD | +33.4% | -10.7% | +44.1% | +35.4% |
| 1Y | +40.8% | -5.5% | +46.3% | +39.3% |
| 3Y | +3.2% | +45.0% | -41.8% | -16.9% |
| 5Y | +64.8% | +87.4% | -22.6% | +14.3% |
| 10Y | -16.6% | +1,267.4% | -1,284.0% | -68.6% |
| All | -16.6% | +1,313.3% | -1,329.9% | -68.6% |
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