+82.8%
ARES vs ROIV
+380.3%
-297.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.1% | +1.2% |
| 7D | +0.5% | +1.7% | -1.2% | +0.2% |
| 30D | +19.7% | +17.6% | +2.1% | +16.5% |
| 3M | -9.0% | +9.0% | -17.9% | -10.7% |
| 6M | +11.5% | +35.3% | -23.7% | +5.0% |
| YTD | -13.8% | +82.2% | -96.0% | -23.0% |
| 1Y | -5.6% | +92.3% | -97.9% | -16.4% |
| 3Y | +36.1% | +336.8% | -300.7% | +5.0% |
| All | +82.8% | +380.3% | -297.5% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling