+1,267.4%
ARES vs TAP
-49.5%
+1,316.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.5% |
| 7D | +5.0% | -7.8% | +12.8% | +7.3% |
| 30D | +19.1% | +7.1% | +12.0% | +16.9% |
| 3M | +3.1% | -7.0% | +10.1% | +4.9% |
| 6M | +12.9% | -3.8% | +16.7% | +13.4% |
| YTD | -10.7% | -11.7% | +1.1% | -8.6% |
| 1Y | -5.5% | -10.1% | +4.6% | -4.1% |
| 3Y | +45.0% | -23.7% | +68.7% | +51.9% |
| 5Y | +87.4% | +2.9% | +84.5% | +74.8% |
| 10Y | +1,267.4% | -49.5% | +1,316.9% | +1,146.3% |
| All | +1,267.4% | -49.5% | +1,316.9% | +1,146.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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