+1,029.6%
ARES vs IOVA
+6.6%
+1,023.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.0% |
| 7D | -0.3% | +5.1% | -5.4% | -0.8% |
| 30D | +1.3% | +37.2% | -35.9% | -2.2% |
| 3M | +10.4% | +117.5% | -107.1% | +0.2% |
| 6M | +29.0% | +69.6% | -40.6% | +19.3% |
| YTD | -12.2% | +218.7% | -230.9% | -24.8% |
| 1Y | -18.4% | +265.5% | -284.0% | -32.0% |
| 3Y | +43.2% | +46.2% | -3.0% | +18.2% |
| 5Y | +102.6% | -63.2% | +165.8% | +81.9% |
| 10Y | +1,029.6% | +6.1% | +1,023.5% | +742.1% |
| All | +1,029.6% | +6.6% | +1,023.0% | +742.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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