+1,127.5%
ARES vs APTV
-26.0%
+1,153.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.1% | +1.0% |
| 7D | +0.5% | -1.7% | +2.2% | +1.1% |
| 30D | +19.7% | -11.6% | +31.3% | +24.9% |
| 3M | -9.0% | -21.2% | +12.2% | -1.3% |
| 6M | +11.5% | -28.5% | +40.1% | +22.9% |
| YTD | -13.8% | -49.1% | +35.2% | +6.9% |
| 1Y | -5.6% | -52.2% | +46.6% | +19.6% |
| 3Y | +36.1% | -48.6% | +84.7% | +61.8% |
| 5Y | +82.7% | -77.3% | +160.0% | +179.4% |
| 10Y | +1,101.7% | -26.9% | +1,128.6% | +1,169.0% |
| All | +1,127.5% | -26.0% | +1,153.5% | +1,199.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling