+3,510.8%
STRL vs ARES
+1,204.3%
+2,306.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +4.2% | +10.8% | +13.2% |
| 7D | -13.3% | +5.0% | -18.3% | -15.6% |
| 30D | -43.3% | +19.1% | -62.4% | -48.0% |
| 3M | -46.9% | +3.1% | -49.9% | -48.3% |
| 6M | -65.6% | +12.9% | -78.4% | -68.1% |
| YTD | -5.1% | -10.7% | +5.6% | -4.6% |
| 1Y | -23.1% | -5.5% | -17.5% | -24.7% |
| 3Y | +346.8% | +45.0% | +301.8% | +277.5% |
| 5Y | +907.2% | +87.4% | +819.8% | +650.8% |
| 10Y | +3,988.2% | +1,267.4% | +2,720.8% | +1,828.6% |
| All | +3,510.8% | +1,204.3% | +2,306.5% | +1,589.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling