-42.7%
ACHR vs ARES
+237.8%
-280.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.2% |
| 7D | -0.7% | -1.7% | +1.0% | +0.6% |
| 30D | +9.8% | +0.3% | +9.5% | +10.2% |
| 3M | -10.5% | +8.5% | -19.0% | -16.0% |
| 6M | -15.5% | +23.5% | -39.0% | -29.3% |
| YTD | -24.1% | -11.2% | -12.8% | -19.0% |
| 1Y | -32.4% | -19.3% | -13.1% | -23.0% |
| 3Y | -11.6% | +48.7% | -60.3% | -36.0% |
| 5Y | -42.9% | +106.5% | -149.4% | -68.1% |
| All | -42.7% | +237.8% | -280.5% | -75.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling