+736.6%
APO vs ARES
+1,188.6%
-451.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.8% |
| 7D | +0.2% | +0.8% | -0.6% | -0.3% |
| 30D | +3.1% | +16.7% | -13.6% | -6.2% |
| 3M | -12.0% | -2.6% | -9.4% | -10.5% |
| 6M | -5.0% | +13.0% | -17.9% | -12.2% |
| YTD | -14.0% | -11.7% | -2.3% | -8.6% |
| 1Y | -5.9% | -6.7% | +0.7% | -3.5% |
| 3Y | +51.6% | +40.5% | +11.1% | +23.3% |
| 5Y | +80.8% | +88.2% | -7.4% | +23.7% |
| 10Y | +839.9% | +1,131.0% | -291.0% | +206.9% |
| All | +736.6% | +1,188.6% | -451.9% | +153.5% |
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