+300.6%
APH vs ARES
+85.0%
+215.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.4% |
| 7D | +0.4% | +0.8% | -0.4% | +0.2% |
| 30D | -8.0% | +16.7% | -24.7% | -13.7% |
| 3M | -5.0% | -2.6% | -2.4% | -4.7% |
| 6M | +29.9% | +13.0% | +17.0% | +21.9% |
| YTD | +18.0% | -11.7% | +29.7% | +20.4% |
| 1Y | +11.3% | -6.7% | +18.0% | +10.3% |
| 3Y | +274.9% | +40.5% | +234.4% | +202.9% |
| 5Y | +300.6% | +88.2% | +212.4% | +168.4% |
| All | +300.6% | +85.0% | +215.6% | +168.4% |
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