+182.3%
AXON vs ARES
+105.6%
+76.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.2% | -3.7% |
| 7D | -14.2% | -1.7% | -12.5% | -13.3% |
| 30D | -15.4% | +0.3% | -15.7% | -15.2% |
| 3M | +0.5% | +8.5% | -8.0% | -3.9% |
| 6M | -9.5% | +23.5% | -33.0% | -19.8% |
| YTD | -9.2% | -11.2% | +2.0% | -5.4% |
| 1Y | -29.4% | -19.3% | -10.1% | -23.0% |
| 3Y | +139.4% | +48.7% | +90.8% | +78.2% |
| All | +182.3% | +105.6% | +76.7% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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