+853.3%
APO vs ARES
+1,112.4%
-259.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.1% |
| 7D | +5.8% | +0.5% | +5.3% | +5.4% |
| 30D | +8.9% | +19.7% | -10.8% | -3.6% |
| 3M | -13.6% | -9.0% | -4.7% | -7.9% |
| 6M | -5.4% | +11.5% | -16.9% | -12.7% |
| YTD | -13.6% | -13.8% | +0.2% | -6.3% |
| 1Y | -2.5% | -5.6% | +3.1% | -0.8% |
| 3Y | +50.9% | +36.1% | +14.7% | +20.7% |
| 5Y | +81.4% | +82.7% | -1.3% | +18.3% |
| All | +853.3% | +1,112.4% | -259.1% | +193.6% |
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