+85.3%
ARES vs NXT
+181.9%
-96.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.2% |
| 7D | -0.3% | +2.9% | -3.2% | -0.7% |
| 30D | +1.3% | -17.2% | +18.5% | +3.7% |
| 3M | +10.4% | -32.0% | +42.4% | +15.4% |
| 6M | +29.0% | -15.8% | +44.8% | +30.2% |
| YTD | -12.2% | -1.9% | -10.3% | -13.4% |
| 1Y | -18.4% | +22.5% | -40.9% | -22.3% |
| 3Y | +43.2% | +100.5% | -57.4% | +23.8% |
| All | +85.3% | +181.9% | -96.6% | +43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling