+123.8%
STX vs ARES
-9.0%
+132.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.1% | -14.3% | -8.6% |
| 7D | -20.2% | +10.5% | -30.7% | -21.1% |
| 30D | -37.2% | +16.8% | -54.0% | -38.4% |
| 3M | -34.1% | -3.2% | -30.8% | -33.5% |
| 6M | -24.5% | +16.4% | -40.9% | -26.4% |
| YTD | +102.9% | -12.4% | +115.3% | +110.2% |
| 1Y | +123.8% | -6.9% | +130.7% | +120.3% |
| All | +123.8% | -9.0% | +132.7% | +120.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling