+1,164.6%
ARES vs FIVN
+358.3%
+806.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.5% |
| 3M | +8.5% | +36.0% | -27.5% | +1.1% |
| 6M | +23.5% | +86.0% | -62.5% | +6.7% |
| YTD | -11.2% | +65.9% | -77.2% | -22.0% |
| 1Y | -19.3% | +26.5% | -45.8% | -25.4% |
| 3Y | +48.7% | -54.2% | +102.9% | +58.6% |
| 5Y | +106.5% | -80.5% | +187.0% | +141.6% |
| 10Y | +1,055.3% | +109.6% | +945.7% | +973.9% |
| All | +1,164.6% | +358.3% | +806.4% | +1,018.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling