+955.2%
APH vs ARES
+1,270.2%
-315.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -5.0% | +8.1% | -13.2% | -7.8% |
| 30D | -8.4% | +18.9% | -27.3% | -14.5% |
| 3M | -4.5% | +2.3% | -6.8% | -6.1% |
| 6M | +25.3% | +12.7% | +12.6% | +17.9% |
| YTD | +18.9% | -10.8% | +29.7% | +20.0% |
| 1Y | +11.9% | -5.3% | +17.3% | +10.0% |
| 3Y | +278.0% | +42.0% | +235.9% | +210.8% |
| 5Y | +306.4% | +88.3% | +218.1% | +188.9% |
| 10Y | +955.2% | +1,148.2% | -193.0% | +355.8% |
| All | +955.2% | +1,270.2% | -315.0% | +355.8% |
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