-24.3%
ARES vs AVTR
+17.0%
-41.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -7.7% | -2.0% | -5.7% | -7.3% |
| 30D | -8.7% | +8.1% | -16.8% | -10.1% |
| 3M | +2.8% | +54.2% | -51.4% | -6.9% |
| 6M | +23.1% | +82.6% | -59.5% | +7.0% |
| YTD | -17.3% | +29.8% | -47.1% | -25.0% |
| 1Y | -24.3% | +18.0% | -42.3% | -32.1% |
| All | -24.3% | +17.0% | -41.3% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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