+2.1%
SLB vs ARES
+51.9%
-49.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.5% |
| 7D | +0.8% | -1.7% | +2.5% | +1.4% |
| 30D | +15.8% | +0.3% | +15.6% | +15.5% |
| 3M | -0.3% | +8.5% | -8.8% | -3.5% |
| 6M | +21.3% | +23.5% | -2.1% | +11.8% |
| YTD | +52.3% | -11.2% | +63.5% | +56.1% |
| 1Y | +63.6% | -19.3% | +82.9% | +72.7% |
| All | +2.1% | +51.9% | -49.7% | -10.8% |
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 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