+247.8%
ARES vs ROIV
+232.7%
+15.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.2% |
| 7D | -1.7% | +0.6% | -2.3% | -1.8% |
| 30D | +0.3% | +1.0% | -0.7% | 0.0% |
| 3M | +8.5% | +18.3% | -9.8% | +5.4% |
| 6M | +23.5% | +18.3% | +5.1% | +19.7% |
| YTD | -11.2% | +61.0% | -72.2% | -18.1% |
| 1Y | -19.3% | +177.9% | -197.2% | -31.6% |
| 3Y | +48.7% | +199.1% | -150.4% | +22.7% |
| 5Y | +106.5% | +250.7% | -144.2% | +41.9% |
| All | +247.8% | +232.7% | +15.1% | +139.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling