+82.7%
ARES vs ATI
+871.8%
-789.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.2% | -1.2% |
| 7D | +4.5% | +6.2% | -1.6% | +2.4% |
| 30D | +15.7% | -7.1% | +22.8% | +17.7% |
| 3M | -2.0% | -21.3% | +19.3% | +5.0% |
| 6M | +10.4% | +6.5% | +3.9% | +5.7% |
| YTD | -14.2% | +53.2% | -67.4% | -29.1% |
| 1Y | -7.8% | +82.7% | -90.5% | -28.7% |
| 3Y | +41.4% | +314.3% | -272.9% | -24.4% |
| All | +82.7% | +871.8% | -789.0% | -28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling