+74.5%
UBER vs ARES
+560.1%
-485.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.8% | +4.9% | +3.4% |
| 7D | -4.5% | -7.7% | +3.2% | -0.7% |
| 30D | -7.6% | -8.7% | +1.1% | -3.6% |
| 3M | +5.8% | +2.8% | +2.9% | +2.9% |
| 6M | +0.3% | +23.1% | -22.8% | -12.3% |
| YTD | -11.2% | -17.3% | +6.1% | -6.3% |
| 1Y | -23.0% | -24.3% | +1.3% | -15.7% |
| 3Y | +53.6% | +34.9% | +18.7% | +12.5% |
| 5Y | +81.9% | +93.5% | -11.6% | +4.6% |
| All | +74.5% | +560.1% | -485.5% | -50.1% |
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