+43.4%
XLK vs ARES
-18.2%
+61.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.9% |
| 7D | +0.9% | -1.7% | +2.5% | +1.2% |
| 30D | +0.7% | +0.3% | +0.5% | +0.6% |
| 3M | -2.9% | +8.5% | -11.4% | -4.7% |
| 6M | +34.3% | +23.5% | +10.8% | +28.4% |
| YTD | +30.4% | -11.2% | +41.6% | +31.5% |
| 1Y | +43.4% | -19.3% | +62.6% | +45.5% |
| All | +43.4% | -18.2% | +61.6% | +45.5% |
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