+45.0%
ARES vs NXT
+194.0%
-149.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +5.0% | +15.1% | -10.1% | +3.0% |
| 30D | +19.1% | +21.8% | -2.7% | +15.8% |
| 3M | +3.1% | +1.6% | +1.5% | +2.4% |
| 6M | +12.9% | -16.7% | +29.5% | +14.1% |
| YTD | -10.7% | +20.4% | -31.1% | -14.3% |
| 1Y | -5.5% | +0.2% | -5.8% | -7.6% |
| 3Y | +45.0% | +208.7% | -163.7% | +19.9% |
| All | +45.0% | +194.0% | -149.0% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling