-7.8%
ARES vs ROIV
+93.5%
-101.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -0.8% |
| 7D | +4.5% | +5.3% | -0.8% | +3.6% |
| 30D | +15.7% | +11.9% | +3.9% | +13.6% |
| 3M | -2.0% | +10.7% | -12.7% | -4.1% |
| 6M | +10.4% | +34.9% | -24.5% | +2.2% |
| YTD | -14.2% | +79.2% | -93.4% | -25.8% |
| 1Y | -7.8% | +89.0% | -96.8% | -19.3% |
| All | -7.8% | +93.5% | -101.2% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling