+2,022.6%
STRL vs ARES
+105.6%
+1,917.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.0% | +6.7% | +6.3% |
| 7D | +3.4% | -1.7% | +5.1% | +4.3% |
| 30D | -9.2% | +0.3% | -9.5% | -9.8% |
| 3M | -51.0% | +8.5% | -59.5% | -53.9% |
| 6M | +15.8% | +23.5% | -7.7% | +0.3% |
| YTD | +58.9% | -11.2% | +70.1% | +63.1% |
| 1Y | +68.5% | -19.3% | +87.8% | +83.5% |
| 3Y | +485.2% | +48.7% | +436.6% | +370.0% |
| All | +2,022.6% | +105.6% | +1,917.0% | +1,321.9% |
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