+1,101.7%
ARES vs ATI
+961.4%
+140.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.7% | +4.7% | +1.9% |
| 7D | +0.5% | +4.2% | -3.7% | -0.6% |
| 30D | +19.7% | -2.5% | +22.2% | +19.7% |
| 3M | -9.0% | -19.4% | +10.4% | -4.6% |
| 6M | +11.5% | +11.1% | +0.5% | +7.0% |
| YTD | -13.8% | +59.5% | -73.4% | -25.6% |
| 1Y | -5.6% | +85.8% | -91.4% | -21.9% |
| 3Y | +36.1% | +311.9% | -275.8% | -11.1% |
| 5Y | +82.7% | +963.2% | -880.6% | -5.9% |
| All | +1,101.7% | +961.4% | +140.3% | +471.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling