+1,396.8%
ARES vs FTV
+127.5%
+1,269.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.3% |
| 7D | +0.8% | -0.7% | +1.4% | +1.2% |
| 30D | +16.7% | +18.3% | -1.6% | +4.2% |
| 3M | -2.6% | +10.2% | -12.8% | -8.9% |
| 6M | +13.0% | +12.8% | +0.1% | +3.6% |
| YTD | -11.7% | +23.4% | -35.1% | -24.7% |
| 1Y | -6.7% | +31.4% | -38.1% | -23.9% |
| 3Y | +40.5% | +38.7% | +1.8% | +10.4% |
| 5Y | +88.2% | +18.6% | +69.6% | +61.8% |
| 10Y | +1,131.0% | +110.1% | +1,020.8% | +704.5% |
| All | +1,396.8% | +127.5% | +1,269.3% | +875.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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