+7,178.3%
STRL vs ARES
+1,045.9%
+6,132.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.8% |
| 7D | +10.1% | -0.3% | +10.4% | +10.2% |
| 30D | -8.2% | +1.3% | -9.5% | -9.2% |
| 3M | -43.7% | +10.4% | -54.1% | -47.3% |
| 6M | +27.1% | +29.0% | -1.9% | +9.3% |
| YTD | +64.0% | -12.2% | +76.2% | +68.2% |
| 1Y | +75.2% | -18.4% | +93.6% | +86.8% |
| 3Y | +539.9% | +43.2% | +496.7% | +427.5% |
| 5Y | +2,133.0% | +102.6% | +2,030.4% | +1,411.5% |
| 10Y | +7,178.3% | +1,029.6% | +6,148.6% | +2,504.7% |
| All | +7,178.3% | +1,045.9% | +6,132.4% | +2,504.7% |
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