-6.7%
ARES vs AVTR
+36.7%
-43.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.4% |
| 7D | +0.8% | +0.5% | +0.2% | +0.6% |
| 30D | +16.7% | +1.5% | +15.2% | +15.9% |
| 3M | -2.6% | +14.2% | -16.9% | -6.6% |
| 6M | +13.0% | +97.4% | -84.4% | -12.9% |
| YTD | -11.7% | +37.3% | -49.0% | -24.3% |
| 1Y | -6.7% | +36.8% | -43.5% | -20.0% |
| All | -6.7% | +36.7% | -43.3% | -20.0% |
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