+480.5%
ARES vs ONTO
+476.3%
+4.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +1.9% |
| 7D | +0.5% | +17.5% | -17.0% | -4.6% |
| 30D | +19.7% | -15.7% | +35.3% | +23.4% |
| 3M | -9.0% | -39.7% | +30.7% | +3.1% |
| 6M | +11.5% | -26.5% | +38.0% | +12.6% |
| YTD | -13.8% | +29.0% | -42.8% | -30.6% |
| 1Y | -5.6% | +57.0% | -62.5% | -29.5% |
| 3Y | +36.1% | +50.0% | -13.9% | -10.4% |
| 5Y | +82.7% | +127.3% | -44.6% | -7.0% |
| All | +480.5% | +476.3% | +4.1% | +62.0% |
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