+82.7%
ARES vs AVAV
+18.1%
+64.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.5% | -10.3% | -1.8% |
| 7D | +4.5% | -10.6% | +15.1% | +6.4% |
| 30D | +15.7% | -18.8% | +34.5% | +19.8% |
| 3M | -2.0% | -34.1% | +32.1% | +5.1% |
| 6M | +10.4% | -35.3% | +45.7% | +17.0% |
| YTD | -14.2% | -53.4% | +39.1% | -5.1% |
| 1Y | -7.8% | -65.6% | +57.9% | +8.1% |
| 3Y | +41.4% | -5.1% | +46.5% | +22.2% |
| All | +82.7% | +18.1% | +64.6% | +33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling