+1,121.7%
ARES vs TAP
-8.5%
+1,130.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.5% | +4.7% | +1.3% |
| 7D | +4.5% | +0.5% | +4.0% | +4.4% |
| 30D | +15.7% | +9.1% | +6.6% | +13.3% |
| 3M | -2.0% | -3.8% | +1.8% | -1.3% |
| 6M | +10.4% | -3.4% | +13.9% | +10.8% |
| YTD | -14.2% | -10.6% | -3.6% | -12.7% |
| 1Y | -7.8% | -4.4% | -3.4% | -7.9% |
| 3Y | +41.4% | -24.4% | +65.8% | +48.0% |
| 5Y | +83.7% | +2.1% | +81.6% | +74.1% |
| 10Y | +1,204.1% | -48.7% | +1,252.8% | +1,172.5% |
| All | +1,121.7% | -8.5% | +1,130.2% | +1,143.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling