+250.4%
APP vs ARES
+81.3%
+169.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.3% | +0.6% | -0.1% |
| 7D | +10.6% | -0.3% | +10.9% | +10.9% |
| 30D | +44.6% | +15.3% | +29.3% | +27.5% |
| 3M | +29.6% | -5.4% | +35.0% | +33.6% |
| 6M | -19.8% | +10.0% | -29.8% | -28.8% |
| YTD | -41.6% | -14.7% | -26.9% | -37.4% |
| 1Y | -32.7% | -9.7% | -23.0% | -31.8% |
| 3Y | +799.0% | +35.8% | +763.2% | +510.8% |
| 5Y | +250.4% | +80.9% | +169.5% | +55.7% |
| All | +250.4% | +81.3% | +169.1% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling