-5.6%
ARES vs AVAV
-62.9%
+57.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +1.4% |
| 7D | +0.5% | +4.2% | -3.8% | -0.2% |
| 30D | +19.7% | -2.6% | +22.2% | +19.5% |
| 3M | -9.0% | -38.0% | +29.0% | -2.8% |
| 6M | +11.5% | -27.0% | +38.5% | +14.6% |
| YTD | -13.8% | -51.4% | +37.6% | -6.6% |
| 1Y | -5.6% | -60.2% | +54.6% | +2.9% |
| All | -5.6% | -62.9% | +57.3% | +2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling