+3,676.0%
STX vs ARES
+1,045.9%
+2,630.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.1% | +7.6% | +6.9% |
| 7D | +10.7% | -0.3% | +11.1% | +10.8% |
| 30D | +11.3% | +1.3% | +10.0% | +10.4% |
| 3M | +3.2% | +10.4% | -7.1% | -1.9% |
| 6M | +157.0% | +29.0% | +128.0% | +127.1% |
| YTD | +229.2% | -12.2% | +241.4% | +236.1% |
| 1Y | +381.8% | -18.4% | +400.3% | +402.9% |
| 3Y | +1,383.2% | +43.2% | +1,340.0% | +1,104.0% |
| 5Y | +1,144.9% | +102.6% | +1,042.3% | +754.3% |
| 10Y | +3,676.0% | +1,029.6% | +2,646.4% | +1,428.9% |
| All | +3,676.0% | +1,045.9% | +2,630.1% | +1,428.9% |
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 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