+31.0%
AAPL vs ARES
-7.5%
+38.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.3% |
| 7D | +4.1% | +0.5% | +3.7% | +4.1% |
| 30D | +4.0% | +19.7% | -15.7% | +2.3% |
| 3M | +16.8% | -9.0% | +25.8% | +17.6% |
| 6M | +19.4% | +11.5% | +7.9% | +17.6% |
| YTD | +31.5% | -13.8% | +45.3% | +29.8% |
| 1Y | +31.0% | -5.6% | +36.6% | +27.3% |
| All | +31.0% | -7.5% | +38.5% | +27.3% |
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 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