+249.6%
ARES vs ROIV
+292.3%
-42.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.3% |
| 7D | +8.1% | +14.3% | -6.2% | +6.0% |
| 30D | +18.9% | +16.2% | +2.7% | +16.2% |
| 3M | +2.3% | +15.1% | -12.8% | -0.3% |
| 6M | +12.7% | +44.2% | -31.5% | +5.6% |
| YTD | -10.8% | +89.8% | -100.6% | -20.0% |
| 1Y | -5.3% | +94.6% | -99.9% | -15.5% |
| 3Y | +42.0% | +367.5% | -325.5% | +10.9% |
| 5Y | +88.3% | +421.4% | -333.1% | +26.6% |
| All | +249.6% | +292.3% | -42.7% | +133.8% |
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