+1,029.6%
ARES vs APD
+161.1%
+868.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.5% |
| 7D | -0.3% | -2.5% | +2.2% | +0.9% |
| 30D | +1.3% | -1.9% | +3.2% | +2.2% |
| 3M | +10.4% | +8.2% | +2.1% | +5.4% |
| 6M | +29.0% | +10.7% | +18.3% | +20.6% |
| YTD | -12.2% | +22.9% | -35.1% | -22.7% |
| 1Y | -18.4% | +5.8% | -24.2% | -22.6% |
| 3Y | +43.2% | +7.8% | +35.4% | +30.7% |
| 5Y | +102.6% | +26.1% | +76.5% | +65.0% |
| 10Y | +1,029.6% | +163.7% | +865.9% | +505.3% |
| All | +1,029.6% | +161.1% | +868.5% | +505.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling