+39.8%
SLB vs ARES
-6.7%
+46.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | 0.0% |
| 7D | -3.7% | +5.0% | -8.7% | -4.7% |
| 30D | +2.9% | +19.1% | -16.2% | -1.2% |
| 3M | +0.2% | +3.1% | -2.9% | -0.6% |
| 6M | -4.4% | +12.9% | -17.3% | -7.5% |
| YTD | +33.4% | -10.7% | +44.1% | +36.2% |
| All | +39.8% | -6.7% | +46.5% | +40.5% |
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