+999.8%
ARES vs ATI
+1,068.2%
-68.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | -2.7% | +2.4% | -5.1% | -3.3% |
| 30D | -2.4% | -9.5% | +7.1% | 0.0% |
| 3M | +3.9% | +10.4% | -6.5% | +0.8% |
| 6M | +26.4% | +31.8% | -5.4% | +16.5% |
| YTD | -14.9% | +80.0% | -94.9% | -28.0% |
| 1Y | -20.4% | +175.8% | -196.2% | -40.1% |
| 3Y | +38.8% | +364.2% | -325.5% | -10.7% |
| 5Y | +97.0% | +1,076.9% | -979.9% | +0.9% |
| 10Y | +999.8% | +1,178.1% | -178.3% | +405.1% |
| All | +999.8% | +1,068.2% | -68.4% | +405.1% |
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