+34.8%
ARES vs APTV
-48.7%
+83.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.9% |
| 7D | -0.3% | -5.0% | +4.7% | +1.3% |
| 30D | +15.3% | -12.3% | +27.6% | +20.1% |
| 3M | -5.4% | -19.9% | +14.6% | +1.2% |
| 6M | +10.0% | -29.4% | +39.4% | +19.8% |
| YTD | -14.7% | -49.0% | +34.3% | +4.0% |
| 1Y | -9.7% | -53.1% | +43.4% | +13.2% |
| All | +34.8% | -48.7% | +83.4% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling