-43.8%
ACHR vs ARES
+97.0%
-140.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.1% | -2.6% | -3.3% |
| 7D | -2.7% | -2.7% | 0.0% | -0.6% |
| 30D | -12.1% | -2.4% | -9.8% | -9.9% |
| 3M | +3.4% | +3.9% | -0.5% | 0.0% |
| 6M | -15.6% | +26.4% | -42.0% | -31.3% |
| YTD | -26.9% | -14.9% | -12.0% | -19.1% |
| 1Y | -34.8% | -20.4% | -14.3% | -24.5% |
| 3Y | -19.2% | +38.8% | -58.0% | -40.6% |
| 5Y | -43.8% | +97.0% | -140.7% | -69.2% |
| All | -43.8% | +97.0% | -140.8% | -69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling