+79.8%
AEP vs ARES
+47.3%
+32.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.7% |
| 7D | +2.0% | -0.3% | +2.3% | +2.0% |
| 30D | +0.5% | +1.3% | -0.8% | +0.6% |
| 3M | -0.3% | +10.4% | -10.7% | +0.1% |
| 6M | -3.5% | +29.0% | -32.5% | -2.6% |
| YTD | +11.3% | -12.2% | +23.5% | +11.4% |
| 1Y | +20.2% | -18.4% | +38.7% | +20.2% |
| 3Y | +79.8% | +43.2% | +36.6% | +68.6% |
| All | +79.8% | +47.3% | +32.5% | +68.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling