+591.8%
ARES vs AVTR
+1.7%
+590.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.5% | -0.5% |
| 7D | -1.7% | +2.7% | -4.3% | -2.5% |
| 30D | +0.3% | +12.1% | -11.8% | -3.3% |
| 3M | +8.5% | +57.2% | -48.8% | -7.2% |
| 6M | +23.5% | +73.1% | -49.6% | +2.2% |
| YTD | -11.2% | +30.6% | -41.9% | -20.0% |
| 1Y | -19.3% | +13.5% | -32.8% | -25.8% |
| 3Y | +48.7% | -31.0% | +79.7% | +54.8% |
| 5Y | +106.5% | -63.2% | +169.8% | +163.5% |
| All | +591.8% | +1.7% | +590.1% | +509.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling