+82.8%
ARES vs FIVN
-82.9%
+165.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.8% |
| 7D | +0.5% | -2.8% | +3.3% | +1.2% |
| 30D | +19.7% | -17.4% | +37.1% | +24.4% |
| 3M | -9.0% | -19.2% | +10.2% | -5.5% |
| 6M | +11.5% | +29.4% | -17.8% | +0.1% |
| YTD | -13.8% | +36.3% | -50.1% | -25.7% |
| 1Y | -5.6% | +33.5% | -39.0% | -18.2% |
| 3Y | +36.1% | -56.8% | +93.0% | +50.8% |
| All | +82.8% | -82.9% | +165.7% | +141.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling