+105.2%
APA vs ARES
-10.4%
+115.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.3% | +5.3% | +1.6% |
| 7D | +9.6% | -0.3% | +9.9% | +9.6% |
| 30D | -0.2% | +15.3% | -15.5% | +0.9% |
| 3M | +19.8% | -5.4% | +25.2% | +19.7% |
| 6M | +30.1% | +10.0% | +20.0% | +30.9% |
| YTD | +100.4% | -14.7% | +115.1% | +112.7% |
| 1Y | +105.2% | -9.7% | +114.9% | +114.7% |
| All | +105.2% | -10.4% | +115.6% | +114.7% |
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