-5.6%
ARES vs NXT
-0.4%
-5.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.8% |
| 7D | +0.5% | -9.4% | +9.9% | +1.9% |
| 30D | +19.7% | +15.1% | +4.6% | +17.0% |
| 3M | -9.0% | -9.1% | +0.1% | -8.3% |
| 6M | +11.5% | -30.3% | +41.9% | +15.5% |
| YTD | -13.8% | +9.1% | -22.9% | -15.7% |
| 1Y | -5.6% | +7.9% | -13.5% | -7.3% |
| All | -5.6% | -0.4% | -5.2% | -7.3% |
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