-37.1%
APP vs ARES
-6.7%
-30.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.2% | +0.6% | +3.1% |
| 7D | +79.2% | +5.0% | +74.2% | +75.0% |
| 30D | +48.0% | +19.1% | +28.9% | +36.6% |
| 3M | +18.2% | +3.1% | +15.2% | +15.8% |
| 6M | -12.5% | +12.9% | -25.3% | -18.1% |
| YTD | -39.2% | -10.7% | -28.5% | -40.1% |
| All | -37.1% | -6.7% | -30.3% | -41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling