+1,127.5%
ARES vs IQV
+439.2%
+688.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +2.1% |
| 7D | +0.5% | -2.5% | +2.9% | +1.7% |
| 30D | +19.7% | +1.2% | +18.5% | +18.7% |
| 3M | -9.0% | +9.8% | -18.7% | -13.5% |
| 6M | +11.5% | +53.8% | -42.3% | -12.2% |
| YTD | -13.8% | +17.6% | -31.4% | -22.6% |
| 1Y | -5.6% | +18.6% | -24.2% | -15.6% |
| 3Y | +36.1% | +36.9% | -0.8% | +6.9% |
| 5Y | +82.7% | +4.1% | +78.6% | +64.7% |
| 10Y | +1,101.7% | +243.7% | +857.9% | +567.7% |
| All | +1,127.5% | +439.2% | +688.3% | +528.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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