+1,172.8%
ARES vs IOVA
-9.2%
+1,182.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +4.0% |
| 7D | +5.0% | +1.9% | +3.1% | +4.7% |
| 30D | +19.1% | -44.1% | +63.2% | +23.9% |
| 3M | +3.1% | +28.9% | -25.8% | -1.6% |
| 6M | +12.9% | +125.7% | -112.8% | +0.6% |
| YTD | -10.7% | +199.3% | -209.9% | -23.7% |
| 1Y | -5.5% | +255.2% | -260.8% | -21.0% |
| 3Y | +45.0% | +106.8% | -61.8% | +16.0% |
| 5Y | +87.4% | -67.1% | +154.5% | +68.0% |
| 10Y | +1,267.4% | +16.7% | +1,250.7% | +969.6% |
| All | +1,172.8% | -9.2% | +1,182.0% | +872.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling