-5.2%
ARES vs AVAV
-62.5%
+57.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +12.6% | -8.4% | +2.3% |
| 7D | +5.0% | +3.2% | +1.8% | +4.2% |
| 30D | +19.1% | -7.4% | +26.5% | +20.0% |
| 3M | +3.1% | -32.0% | +35.1% | +8.7% |
| 6M | +12.9% | -24.6% | +37.4% | +15.5% |
| YTD | -10.7% | -47.5% | +36.9% | -4.8% |
| All | -5.2% | -62.5% | +57.3% | +5.8% |
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