+82.7%
ARES vs IOVA
-67.9%
+150.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -0.1% |
| 7D | +4.5% | -5.2% | +9.7% | +4.9% |
| 30D | +15.7% | -37.8% | +53.5% | +19.1% |
| 3M | -2.0% | +29.5% | -31.5% | -6.6% |
| 6M | +10.4% | +96.6% | -86.2% | -0.7% |
| YTD | -14.2% | +194.5% | -208.7% | -27.0% |
| 1Y | -7.8% | +248.1% | -255.8% | -23.2% |
| 3Y | +41.4% | +86.1% | -44.7% | +10.6% |
| All | +82.7% | -67.9% | +150.6% | +59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling