+61.2%
VALE vs ARES
-18.2%
+79.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | +1.6% | -1.7% | +3.3% | +1.8% |
| 30D | +5.1% | +0.3% | +4.9% | +5.0% |
| 3M | -0.4% | +8.5% | -8.9% | -1.8% |
| 6M | -2.2% | +23.5% | -25.7% | -5.3% |
| YTD | +20.5% | -11.2% | +31.8% | +20.4% |
| 1Y | +61.2% | -19.3% | +80.5% | +59.7% |
| All | +61.2% | -18.2% | +79.4% | +59.7% |
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 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