+102.6%
ARES vs ONTO
+258.3%
-155.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.9% | -6.0% | -2.5% |
| 7D | -0.3% | +9.7% | -10.0% | -3.1% |
| 30D | +1.3% | -8.8% | +10.1% | +3.2% |
| 3M | +10.4% | +4.5% | +5.9% | +3.9% |
| 6M | +29.0% | +56.4% | -27.4% | +3.9% |
| YTD | -12.2% | +78.1% | -90.3% | -32.8% |
| 1Y | -18.4% | +171.3% | -189.7% | -46.9% |
| 3Y | +43.2% | +118.7% | -75.5% | -12.9% |
| 5Y | +102.6% | +269.4% | -166.8% | -11.4% |
| All | +102.6% | +258.3% | -155.7% | -11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling