+632.3%
APH vs ARES
+1,196.0%
-563.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.1% | -45.7% | -47.1% |
| 7D | -48.7% | -1.6% | -47.1% | -48.1% |
| 30D | -51.9% | +0.3% | -52.2% | -51.8% |
| 3M | -43.6% | +8.5% | -52.0% | -45.1% |
| 6M | -37.5% | +23.5% | -61.0% | -42.5% |
| YTD | -38.6% | -11.2% | -27.4% | -37.3% |
| 1Y | -26.3% | -19.3% | -7.0% | -22.6% |
| 3Y | +89.2% | +48.7% | +40.5% | +59.7% |
| 5Y | +119.8% | +106.5% | +13.3% | +62.7% |
| 10Y | +454.3% | +1,055.3% | -601.1% | +179.5% |
| All | +632.3% | +1,196.0% | -563.6% | +253.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling