+161.4%
APA vs ARES
+107.6%
+53.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.8% |
| 7D | +0.5% | -1.7% | +2.2% | +1.1% |
| 30D | +23.4% | +0.3% | +23.1% | +22.8% |
| 3M | +12.7% | +8.5% | +4.2% | +7.4% |
| 6M | +39.4% | +23.5% | +15.9% | +22.7% |
| YTD | +79.0% | -11.2% | +90.2% | +83.0% |
| 1Y | +88.8% | -19.3% | +108.1% | +100.8% |
| 3Y | +6.4% | +48.7% | -42.3% | -21.0% |
| All | +161.4% | +107.6% | +53.8% | +53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling