-19.3%
ARES vs FIVN
+27.5%
-46.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.5% |
| 7D | -1.7% | -2.3% | +0.6% | -1.2% |
| 30D | +0.3% | +12.4% | -12.1% | -2.4% |
| 3M | +8.5% | +36.0% | -27.5% | +1.3% |
| 6M | +23.5% | +86.0% | -62.5% | +4.6% |
| YTD | -11.2% | +65.9% | -77.2% | -22.6% |
| 1Y | -19.3% | +26.5% | -45.8% | -24.1% |
| All | -19.3% | +27.5% | -46.8% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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