+983.2%
ARES vs APTV
-18.0%
+1,001.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.1% |
| 7D | -2.7% | -1.2% | -1.5% | -2.3% |
| 30D | -2.4% | -10.6% | +8.3% | +1.6% |
| 3M | +3.9% | -35.0% | +38.9% | +20.4% |
| 6M | +26.4% | -38.9% | +65.3% | +48.0% |
| YTD | -14.9% | -41.5% | +26.6% | +1.2% |
| 1Y | -20.4% | -45.8% | +25.4% | -2.8% |
| 3Y | +38.8% | -55.7% | +94.5% | +75.3% |
| 5Y | +97.0% | -70.1% | +167.1% | +178.1% |
| All | +983.2% | -18.0% | +1,001.2% | +1,166.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling