+3.4%
SLB vs ARES
+37.5%
-34.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.2% |
| 7D | +3.5% | +0.5% | +3.0% | +3.3% |
| 30D | +6.5% | +19.7% | -13.1% | +0.1% |
| 3M | -0.2% | -9.0% | +8.7% | +2.5% |
| 6M | -5.7% | +11.5% | -17.3% | -10.1% |
| YTD | +36.8% | -13.8% | +50.7% | +41.4% |
| 1Y | +45.8% | -5.6% | +51.4% | +44.9% |
| 3Y | +3.4% | +36.1% | -32.8% | -13.2% |
| All | +3.4% | +37.5% | -34.1% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling