+88.2%
APA vs ARES
-6.7%
+94.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.4% | +0.2% |
| 7D | -8.7% | +5.0% | -13.7% | -8.2% |
| 30D | -2.4% | +19.1% | -21.5% | -1.0% |
| 3M | +19.0% | +3.1% | +15.9% | +19.6% |
| 6M | +26.8% | +12.9% | +13.9% | +28.2% |
| YTD | +87.3% | -10.7% | +98.0% | +99.6% |
| All | +88.2% | -6.7% | +94.9% | +97.7% |
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