+487.4%
STX vs ARES
+90.6%
+396.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +4.2% | +5.6% | +8.2% |
| 7D | -14.8% | +5.0% | -19.7% | -16.4% |
| 30D | -35.4% | +19.1% | -54.4% | -40.0% |
| 3M | -37.7% | +3.1% | -40.7% | -39.0% |
| 6M | -35.2% | +12.9% | -48.1% | -39.7% |
| YTD | +84.4% | -10.7% | +95.0% | +87.3% |
| 1Y | +82.3% | -5.5% | +87.8% | +79.7% |
| 3Y | +646.2% | +45.0% | +601.2% | +471.1% |
| 5Y | +487.4% | +87.4% | +400.0% | +254.7% |
| All | +487.4% | +90.6% | +396.8% | +254.7% |
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 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