-19.3%
ARES vs NXT
+26.2%
-45.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.1% |
| 7D | -1.7% | -1.1% | -0.6% | -1.6% |
| 30D | +0.3% | -15.3% | +15.6% | +2.3% |
| 3M | +8.5% | -43.8% | +52.3% | +15.6% |
| 6M | +23.5% | -18.7% | +42.1% | +25.5% |
| YTD | -11.2% | -3.0% | -8.2% | -11.6% |
| 1Y | -19.3% | +22.7% | -42.0% | -19.0% |
| All | -19.3% | +26.2% | -45.5% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 1y: compounded portfolio wealth divided by compounded NXT 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…
1y analysis · Full analysis span regression · 6 months rolling