+80.9%
ARES vs AFRM
-55.6%
+136.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -2.7% |
| 7D | -0.3% | -5.5% | +5.2% | +0.8% |
| 30D | +15.3% | -15.5% | +30.8% | +19.1% |
| 3M | -5.4% | -10.3% | +4.9% | -3.7% |
| 6M | +10.0% | +0.6% | +9.4% | +8.8% |
| YTD | -14.7% | -11.5% | -3.1% | -14.1% |
| 1Y | -9.7% | -16.6% | +6.9% | -8.3% |
| 3Y | +35.8% | +193.5% | -157.7% | -0.3% |
| 5Y | +80.9% | -55.8% | +136.7% | +41.9% |
| All | +80.9% | -55.6% | +136.4% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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