+99.0%
ARES vs FIVN
-82.5%
+181.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -2.4% |
| 7D | -2.7% | -9.6% | +6.9% | -0.2% |
| 30D | -2.4% | -11.9% | +9.5% | +0.6% |
| 3M | +3.9% | +40.1% | -36.2% | -6.4% |
| 6M | +26.4% | +68.3% | -42.0% | +5.8% |
| YTD | -14.9% | +51.5% | -66.4% | -27.2% |
| 1Y | -20.4% | +15.1% | -35.5% | -26.8% |
| 3Y | +38.8% | -55.6% | +94.4% | +54.7% |
| All | +99.0% | -82.5% | +181.6% | +159.5% |
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