+1,278.0%
AAPL vs ARES
+979.8%
+298.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.5% |
| 7D | +3.8% | -6.1% | +9.9% | +6.0% |
| 30D | +9.9% | -7.5% | +17.5% | +12.6% |
| 3M | +12.5% | +0.1% | +12.4% | +11.5% |
| 6M | +27.6% | +30.3% | -2.6% | +14.3% |
| YTD | +22.6% | -16.6% | +39.2% | +26.9% |
| 1Y | +45.0% | -26.1% | +71.1% | +55.9% |
| 3Y | +87.8% | +36.4% | +51.3% | +54.2% |
| 5Y | +128.7% | +95.0% | +33.7% | +58.6% |
| All | +1,278.0% | +979.8% | +298.2% | +519.3% |
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