+883.4%
APH vs ARES
+1,191.6%
-308.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +4.0% |
| 7D | -5.9% | +4.5% | -10.5% | -7.7% |
| 30D | -14.8% | +15.7% | -30.6% | -19.7% |
| 3M | -12.4% | -2.0% | -10.4% | -12.5% |
| 6M | +8.1% | +10.4% | -2.4% | +2.4% |
| YTD | +10.9% | -14.2% | +25.2% | +13.5% |
| 1Y | +8.8% | -7.8% | +16.5% | +7.8% |
| 3Y | +262.1% | +41.4% | +220.7% | +198.7% |
| 5Y | +283.1% | +83.7% | +199.5% | +176.0% |
| All | +883.4% | +1,191.6% | -308.2% | +348.9% |
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