+62.5%
SLB vs ARES
+83.4%
-20.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -7.1% | +4.5% | -11.7% | -8.5% |
| 30D | +4.1% | +15.7% | -11.7% | -0.9% |
| 3M | -2.6% | -2.0% | -0.6% | -2.5% |
| 6M | -8.6% | +10.4% | -19.0% | -12.3% |
| YTD | +32.2% | -14.2% | +46.4% | +36.0% |
| 1Y | +40.7% | -7.8% | +48.4% | +40.8% |
| 3Y | -4.5% | +41.4% | -45.9% | -18.4% |
| All | +62.5% | +83.4% | -20.8% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling