+373.4%
APLD vs ARES
+48.6%
+324.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.7% | +2.6% |
| 7D | +4.1% | -1.7% | +5.7% | +5.5% |
| 30D | -11.7% | +0.3% | -12.0% | -12.3% |
| 3M | -40.3% | +8.5% | -48.7% | -44.7% |
| 6M | -8.0% | +23.5% | -31.4% | -24.7% |
| YTD | +7.5% | -11.2% | +18.8% | +16.8% |
| 1Y | +84.0% | -19.3% | +103.3% | +116.2% |
| All | +373.4% | +48.6% | +324.8% | +288.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling