+1,029.6%
ARES vs PTC
+204.7%
+824.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.5% | +4.4% | +1.4% |
| 7D | -0.3% | -12.8% | +12.5% | +5.8% |
| 30D | +1.3% | -9.8% | +11.1% | +5.8% |
| 3M | +10.4% | -2.1% | +12.4% | +9.7% |
| 6M | +29.0% | -18.1% | +47.1% | +38.7% |
| YTD | -12.2% | -23.5% | +11.3% | -2.7% |
| 1Y | -18.4% | -37.4% | +18.9% | -1.0% |
| 3Y | +43.2% | -7.2% | +50.4% | +42.1% |
| 5Y | +102.6% | +2.7% | +99.9% | +90.1% |
| 10Y | +1,029.6% | +203.4% | +826.2% | +596.4% |
| All | +1,029.6% | +204.7% | +824.9% | +596.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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