+103.2%
ARES vs APTV
-69.0%
+172.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.6% | +3.5% | +0.9% |
| 7D | -0.3% | +2.0% | -2.3% | -1.3% |
| 30D | +1.3% | -7.7% | +9.0% | +4.6% |
| 3M | +10.4% | -34.0% | +44.4% | +30.4% |
| 6M | +29.0% | -37.1% | +66.1% | +53.4% |
| YTD | -12.2% | -39.9% | +27.7% | +6.5% |
| 1Y | -18.4% | -44.4% | +26.0% | +2.3% |
| 3Y | +43.2% | -54.5% | +97.7% | +89.1% |
| All | +103.2% | -69.0% | +172.2% | +207.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling