-0.9%
APA vs ARES
+1,313.3%
-1,314.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.4% | -2.2% |
| 7D | -8.7% | +5.0% | -13.7% | -11.2% |
| 30D | -2.4% | +19.1% | -21.5% | -11.0% |
| 3M | +19.0% | +3.1% | +15.9% | +15.5% |
| 6M | +26.8% | +12.9% | +13.9% | +15.1% |
| YTD | +87.3% | -10.7% | +98.0% | +86.4% |
| 1Y | +92.3% | -5.5% | +97.8% | +84.4% |
| 3Y | +37.3% | +45.0% | -7.7% | -0.9% |
| 5Y | +73.2% | +87.4% | -14.2% | +2.7% |
| 10Y | -0.9% | +1,267.4% | -1,268.3% | -72.0% |
| All | -0.9% | +1,313.3% | -1,314.2% | -72.0% |
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 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