+477.7%
ARES vs ONTO
+390.5%
+87.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.1% | -10.9% | -3.2% |
| 7D | +4.5% | -14.0% | +18.6% | +8.2% |
| 30D | +15.7% | -43.1% | +58.8% | +35.1% |
| 3M | -2.0% | -35.5% | +33.5% | +7.7% |
| 6M | +10.4% | -41.1% | +51.5% | +19.8% |
| YTD | -14.2% | +9.8% | -24.0% | -27.3% |
| 1Y | -7.8% | +31.5% | -39.3% | -27.1% |
| 3Y | +41.4% | +45.2% | -3.8% | -7.4% |
| 5Y | +83.7% | +86.7% | -3.0% | -0.2% |
| All | +477.7% | +390.5% | +87.3% | +69.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling