+953.0%
ARES vs FIVN
+115.6%
+837.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -7.7% | -11.3% | +3.6% | -5.2% |
| 30D | -8.7% | -7.3% | -1.4% | -7.3% |
| 3M | +2.8% | +41.7% | -38.9% | -6.3% |
| 6M | +23.1% | +78.3% | -55.2% | +4.4% |
| YTD | -17.3% | +50.9% | -68.1% | -27.5% |
| 1Y | -24.3% | +19.7% | -44.0% | -30.2% |
| 3Y | +34.9% | -55.7% | +90.7% | +47.4% |
| 5Y | +93.5% | -82.6% | +176.0% | +142.1% |
| All | +953.0% | +115.6% | +837.4% | +994.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling