+1,267.4%
ARES vs AVAV
+423.1%
+844.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +12.6% | -8.4% | +1.8% |
| 7D | +5.0% | +3.2% | +1.8% | +3.9% |
| 30D | +19.1% | -7.4% | +26.5% | +20.1% |
| 3M | +3.1% | -32.0% | +35.1% | +9.9% |
| 6M | +12.9% | -24.6% | +37.4% | +16.1% |
| YTD | -10.7% | -47.5% | +36.9% | -3.5% |
| 1Y | -5.5% | -61.5% | +55.9% | +7.9% |
| 3Y | +45.0% | +5.5% | +39.5% | +27.4% |
| 5Y | +87.4% | +35.7% | +51.6% | +49.5% |
| 10Y | +1,267.4% | +379.1% | +888.3% | +802.3% |
| All | +1,267.4% | +423.1% | +844.3% | +802.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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