+457.4%
ARES vs ONTO
+661.2%
-203.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -1.7% |
| 7D | -7.7% | +6.5% | -14.2% | -9.7% |
| 30D | -8.7% | -15.9% | +7.2% | -4.2% |
| 3M | +2.8% | -0.2% | +3.0% | -2.4% |
| 6M | +23.1% | +38.7% | -15.7% | +1.7% |
| YTD | -17.3% | +70.4% | -87.6% | -37.1% |
| 1Y | -24.3% | +153.6% | -177.9% | -51.2% |
| 3Y | +34.9% | +109.2% | -74.3% | -18.6% |
| 5Y | +93.5% | +249.7% | -156.3% | -13.2% |
| All | +457.4% | +661.2% | -203.8% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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