+1,089.9%
ARES vs IOVA
-0.9%
+1,090.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.7% | +2.4% | -2.8% |
| 7D | -0.3% | -1.4% | +1.1% | -0.2% |
| 30D | +15.3% | -47.4% | +62.7% | +20.9% |
| 3M | -5.4% | +13.2% | -18.6% | -8.8% |
| 6M | +10.0% | +114.3% | -104.3% | -2.3% |
| YTD | -14.7% | +179.5% | -194.2% | -27.5% |
| 1Y | -9.7% | +200.4% | -210.1% | -24.2% |
| 3Y | +35.8% | +92.2% | -56.4% | +6.9% |
| 5Y | +80.9% | -63.8% | +144.7% | +59.5% |
| All | +1,089.9% | -0.9% | +1,090.8% | +855.0% |
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