+80.2%
AXON vs ARES
+81.3%
-1.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.3% | +0.7% | -0.9% |
| 7D | -19.7% | -0.3% | -19.4% | -19.7% |
| 30D | -25.7% | +15.3% | -41.0% | -31.2% |
| 3M | -48.8% | -5.4% | -43.4% | -47.4% |
| 6M | -22.0% | +10.0% | -32.0% | -26.3% |
| YTD | -45.9% | -14.7% | -31.2% | -42.7% |
| 1Y | -46.1% | -9.7% | -36.4% | -44.8% |
| 3Y | +40.9% | +35.8% | +5.1% | +9.5% |
| 5Y | +80.2% | +80.9% | -0.7% | +7.2% |
| All | +80.2% | +81.3% | -1.1% | +7.2% |
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