+1,055.9%
APH vs ARES
+1,044.0%
+11.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.2% |
| 7D | +5.0% | -1.7% | +6.6% | +5.6% |
| 30D | -3.9% | +0.3% | -4.2% | -4.2% |
| 3M | +13.0% | +8.5% | +4.5% | +8.7% |
| 6M | +25.2% | +23.5% | +1.7% | +13.4% |
| YTD | +22.9% | -11.2% | +34.2% | +24.9% |
| 1Y | +47.8% | -19.3% | +67.1% | +54.9% |
| 3Y | +283.0% | +48.7% | +234.4% | +213.2% |
| 5Y | +349.7% | +106.5% | +243.1% | +215.8% |
| All | +1,055.9% | +1,044.0% | +11.9% | +440.5% |
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