-6.9%
ARES vs ATI
+86.4%
-93.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.2% |
| 7D | +10.5% | +8.3% | +2.2% | +9.5% |
| 30D | +16.8% | -7.3% | +24.1% | +17.8% |
| 3M | -3.2% | -10.5% | +7.3% | -2.4% |
| 6M | +16.4% | +16.4% | +0.1% | +13.0% |
| YTD | -12.4% | +56.1% | -68.5% | -15.5% |
| 1Y | -6.9% | +86.5% | -93.4% | -13.7% |
| All | -6.9% | +86.4% | -93.3% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 1y: compounded portfolio wealth divided by compounded ATI 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…
1y analysis · Full analysis span regression · 6 months rolling