+67.6%
UBER vs ARES
+587.4%
-519.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.3% |
| 7D | +1.6% | +0.5% | +1.1% | +1.4% |
| 30D | +0.6% | +19.7% | -19.1% | -7.9% |
| 3M | -8.2% | -9.0% | +0.8% | -4.2% |
| 6M | -6.7% | +11.5% | -18.3% | -13.4% |
| YTD | -14.7% | -13.8% | -0.9% | -11.9% |
| 1Y | -24.1% | -5.6% | -18.5% | -26.0% |
| 3Y | +33.4% | +36.1% | -2.7% | -2.3% |
| 5Y | +54.5% | +82.7% | -28.2% | -8.6% |
| All | +67.6% | +587.4% | -519.7% | -53.2% |
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