-6.9%
ARES vs FFIV
+33.5%
-40.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.6% | +6.2% |
| 7D | +10.5% | -9.8% | +20.3% | +13.0% |
| 30D | +16.8% | -28.1% | +44.9% | +25.2% |
| 3M | -3.2% | -20.0% | +16.8% | -0.7% |
| 6M | +16.4% | -0.1% | +16.5% | +6.7% |
| YTD | -12.4% | +29.2% | -41.6% | -31.0% |
| 1Y | -6.9% | +36.6% | -43.5% | -29.2% |
| All | -6.9% | +33.5% | -40.4% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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