+43.2%
ARES vs APTV
-54.7%
+97.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.6% | +3.5% | +0.3% |
| 7D | -0.3% | +2.0% | -2.3% | -1.0% |
| 30D | +1.3% | -7.7% | +9.0% | +3.7% |
| 3M | +10.4% | -34.0% | +44.4% | +24.7% |
| 6M | +29.0% | -37.1% | +66.1% | +46.5% |
| YTD | -12.2% | -39.9% | +27.7% | +1.4% |
| 1Y | -18.4% | -44.4% | +26.0% | -3.5% |
| 3Y | +43.2% | -54.5% | +97.7% | +67.0% |
| All | +43.2% | -54.7% | +97.9% | +67.0% |
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