+86.3%
ARES vs NXT
+231.9%
-145.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.2% |
| 7D | +0.8% | -5.7% | +6.5% | +1.5% |
| 30D | +16.7% | +18.5% | -1.8% | +13.8% |
| 3M | -2.6% | -4.1% | +1.5% | -2.6% |
| 6M | +13.0% | -20.3% | +33.3% | +14.9% |
| YTD | -11.7% | +15.5% | -27.2% | -15.1% |
| 1Y | -6.7% | -5.0% | -1.7% | -8.2% |
| 3Y | +40.5% | +191.6% | -151.1% | +14.3% |
| All | +86.3% | +231.9% | -145.6% | +40.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling